| As of Date | 02/25/2026 |
| Registration | SEC, Approved, 06/18/1992 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 212 xxxxxxx |
| AUM* | 48,586,739 9% |
| of that, discretionary | 48,586,739 9% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,156,827 6% |
| % High Net Worth | 36.00% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Other
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name JAMES G. PIROLLI, CPA | Filing Date08/01/2025 | Form ADV-E View Report |
| Accounting Firm Name JAMES G. PIROLLI, CPA | Filing Date08/28/2024 | Form ADV-E View Report |
| Accounting Firm Name JAMES PIROLLI CPA | Filing Date09/20/2023 | Form ADV-E View Report |