| As of Date | 03/01/2026 |
| Registration | SEC, Approved, 07/19/2005 |
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| Contact Info | 917 xxxxxxx |
| Websites |
| AUM* | 315,238,907 30% |
| of that, discretionary | 315,238,907 30% |
| Number of Employees | 2 100% |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,060,385 12% |
| % High Net Worth | 55.00% -3% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds