| As of Date | 02/03/2026 |
| Registration | SEC, Approved, 02/20/1987 |
| ADV Location | CHEVY CHASE, MD, United States |
| Contact Info | (30 xxxxxxx |
| Websites |
| AUM* | 676,977,368 14% |
| of that, discretionary | 676,977,368 14% |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,422,221 15% |
| % High Net Worth | 70.59% 6% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Hourly charges
No private funds