| As of Date | 03/17/2026 |
| Registration | SEC, Approved, 07/10/2001 |
| ADV Location | PRINCETON, NJ, United States |
| Contact Info | 609 xxxxxxx |
| Websites |
| AUM* | 119,915,238 6% |
| of that, discretionary | 119,915,238 6% |
| Number of Employees | 5 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,763,459 17% |
| % High Net Worth | 97.50% 0% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds