| As of Date | 03/24/2026 |
| Registration | SEC, Approved, 05/09/2003 |
| ADV Location | BOCA RATON, FL, United States |
| Contact Info | 561 xxxxxxx |
| Websites |
| AUM* | 454,480,753 -14% |
| of that, discretionary | 454,480,753 -14% |
| Number of Employees | 8 -33% |
| of those in investment advisory functions | 4 -60% |
| Private Fund GAV* | 0 |
| Avg Account Size | 16,832,620 -14% |
| SMA’s | Yes |
| Private Funds | 0 |
- Pension and profit sharing plans
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name TRACKEN & PAUKER | Filing Date04/24/2025 | Form ADV-E View Report |
| Accounting Firm Name TRACTENBERG & PAUKER, LLP | Filing Date05/21/2024 | Form ADV-E View Report |
| Accounting Firm Name TRACTENBERG & PAUKER, LLP | Filing Date06/22/2023 | Form ADV-E View Report |