| As of Date | 02/02/2026 |
| Registration | SEC, Approved, 05/12/2000 |
| ADV Location | SMITHTOWN, NY, United States |
| Contact Info | 631 xxxxxxx |
| Websites |
| AUM* | 197,825,768 21% |
| of that, discretionary | 0 |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 192,064 15% |
| % High Net Worth | 22.15% 12% |
| 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
- Selection of other advisers
- A percentage of assets under your management
No private funds