| As of Date | 03/26/2026 |
| Registration | SEC, Approved, 07/26/1994 |
| ADV Location | GREAT NECK, NY, United States |
| Contact Info | 516 xxxxxxx |
| AUM* | 66,236,000 19% |
| of that, discretionary | 60,524,000 21% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,439,913 22% |
| % High Net Worth | 15.22% 9% |
| 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
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds