| As of Date | 07/13/2026 |
| Registration | SEC, Approved, 07/29/2005 |
| ADV Location | ROSELAND, NJ, United States |
| Contact Info | 201 xxxxxxx |
| Websites |
| AUM* | 159,918,342 23% |
| of that, discretionary | 159,149,783 23% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 458,219 23% |
| % High Net Worth | 45.65% 30% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds