| As of Date | 02/12/2026 |
| Registration | SEC, Approved, 01/27/2006 |
| ADV Location | CRANFORD, NJ, United States |
| Contact Info | 908 xxxxxxx |
| Websites |
| AUM* | 244,813,786 15% |
| of that, discretionary | 244,813,786 15% |
| Number of Employees | 6 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,264,184 32% |
| % High Net Worth | 54.05% -5% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- 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