| As of Date | 05/28/2026 |
| Registration | SEC, Approved, 10/30/1967 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 111,945,919 21% |
| of that, discretionary | 111,945,919 29% |
| Number of Employees | 8 33% |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,142,305 34% |
| % High Net Worth | 56.45% 64% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds