Adviser Profile

As of Date 02/27/2026
Registration SEC, Approved, 04/26/1994
ADV Location KINNELON, NJ, United States
Contact Info 973 xxxxxxx
Websites
AUM* 479,523,818 28%
of that, discretionary 452,725,183 374%
Number of Employees 5
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 757,542 11%
% High Net Worth 50.29% 17%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

453M 388M 323M 259M 194M 129M 65M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker037833100 Stock NameAPPLE INC $ Position$18,626,156 % Position8.00% $ Change12.00% # Change-2.00%
Stck Ticker084670702 Stock NameBERKSHIRE HATHAWAY INC DEL $ Position$11,633,068 % Position5.00% $ Change4.00% # Change0.00%
Stck Ticker493267108 Stock NameKEYCORP $ Position$11,043,788 % Position5.00% $ Change15.00% # Change0.00%
Stck Ticker92206C409 Stock NameVANGUARD SCOTTSDALE FDS $ Position$11,874,930 % Position5.00% $ Change6.00% # Change7.00%
Stck Ticker921908844 Stock NameVANGUARD SPECIALIZED FUNDS $ Position$8,477,176 % Position4.00% $ Change13.00% # Change2.00%
Stck Ticker922908736 Stock NameVANGUARD INDEX FDS $ Position$8,713,310 % Position4.00% $ Change17.00% # Change494.00%
Stck Ticker25434V708 Stock NameDIMENSIONAL ETF TRUST $ Position$9,272,156 % Position4.00% $ Change26.00% # Change10.00%
Stck Ticker46641Q159 Stock NameJ P MORGAN EXCHANGE TRADED F $ Position$6,958,680 % Position3.00% $ Change9.00% # Change9.00%
Stck Ticker81369Y803 Stock NameSELECT SECTOR SPDR TR $ Position$5,735,959 % Position3.00% $ Change49.00% # Change4.00%
Stck Ticker72201R585 Stock NamePIMCO ETF TR $ Position$7,009,456 % Position3.00% $ Change5.00% # Change4.00%

Brochure Summary