Adviser Profile

As of Date 03/25/2025
Registration SEC, Approved, 04/24/2002
ADV Location MORRIS PLAINS, NJ, United States
Contact Info 973 xxxxxxx
AUM* 12,192,468,453 -11%
of that, discretionary 12,192,468,453 -6%
Number of Employees 17
of those in investment advisory functions 16 14%
Private Fund GAV* 0
Avg Account Size 717,204,027 -28%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Pension and profit sharing plans

Advisory Activities

- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

19B 16B 13B 11B 8B 5B 3B
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary