| As of Date | 01/02/2026 |
| Registration | SEC, Approved, 02/12/1999 |
| ADV Location | STAMFORD, CT, United States |
| Contact Info | 203 xxxxxxx |
| Websites |
| AUM* | 577,684,024 25% |
| of that, discretionary | 577,684,024 25% |
| Number of Employees | 8 -27% |
| of those in investment advisory functions | 4 -20% |
| Private Fund GAV* | 0 |
| Avg Account Size | 6,145,575 25% |
| % High Net Worth | 91.49% 2% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
No private funds