| 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 |
- Pension and profit sharing plans
- Portfolio management for businesses
- A percentage of assets under your management
No private funds