Adviser Profile

As of Date 02/03/2026
Registration SEC, Approved, 10/31/2003
Other registrations (1)
ADV Location BOCA RATON, FL, United States
Contact Info 212 xxxxxxx
AUM* 0
of that, discretionary
Number of Employees 4
of those in investment advisory functions 2
Private Fund GAV* 0
SMA’s No
Private Funds 0

Adviser Type

- Pension consultant

Client Types

Advisory Activities

- Pension consulting services

Compensation Arrangments

Reported AUM

1 1 1 1
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name EISNERAMPER Filing Date10/24/2025 Form ADV-E View Report
Accounting Firm Name EISNERAMPER Filing Date12/20/2024 Form ADV-E View Report
Accounting Firm Name EISNERAMPER Filing Date03/28/2024 Form ADV-E View Report