Adviser Profile

As of Date 03/27/2026
Registration SEC, Approved, 05/11/1999
ADV Location LAWRENCEVILLE, NJ, United States
Contact Info 609 xxxxxxx
Websites
AUM* 0
of that, discretionary
Number of Employees 30
of those in investment advisory functions 7
Private Fund GAV* 0
SMA’s No
Private Funds 0

Adviser Type

- Pension consultant

Client Types

Advisory Activities

- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

612M 525M 437M 350M 262M 175M 87M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees