| As of Date | 03/20/2026 |
| Registration | SEC, Approved, 02/23/2006 |
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| ADV Location | FAIR LAWN, NJ, United States |
| Contact Info | 201 xxxxxxx |
| Websites |
| AUM* | 1,064,773,417 5% |
| of that, discretionary | 543,955,828 10% |
| Number of Employees | 68 |
| of those in investment advisory functions | 52 |
| Private Fund GAV* | 0 |
| Avg Account Size | 387,754 10% |
| % High Net Worth | 31.94% 4% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds