| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 09/23/2009 |
| ADV Location | SADDLE BROOK, NJ, United States |
| Contact Info | 201 xxxxxxx |
| Websites |
| AUM* | 560,984,507 68% |
| of that, discretionary | 560,984,507 68% |
| Number of Employees | 6 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 3,573,150 272% |
| % High Net Worth | 16.18% 67% |
| SMA’s | Yes |
| Private Funds | 0 6 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- A percentage of assets under your management
- Performance-based fees