| As of Date | 07/09/2026 |
| Registration | SEC, Approved, 05/15/1989 |
| ADV Location | RIVERHEAD, NY, United States |
| Contact Info | 631 xxxxxxx |
| Websites |
| AUM* | 689,219,670 38% |
| of that, discretionary | 688,467,594 39% |
| Number of Employees | 12 |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 0 |
| Avg Account Size | 679,704 -56% |
| % High Net Worth | 41.48% 13% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds