| As of Date | 05/16/2026 |
| Registration status | Terminated |
| ADV Location | COLD SPRING HARBOR, NY, United States |
| Contact Info | 631 xxxxxxx |
| Websites |
| AUM* | 37,708,683 -34% |
| of that, discretionary | 0 |
| Number of Employees | 5 -44% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 202,735 -31% |
| % High Net Worth | 59.68% -4% |
| SMA’s | Yes |
| Private Funds | 0 |
- 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