| As of Date | 03/11/2026 |
| Registration | SEC, Approved, 04/22/2005 |
| ADV Location | RED BANK, NJ, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 240,245,252 21% |
| of that, discretionary | 240,245,252 21% |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 5,859,640 21% |
| % High Net Worth | 73.17% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds