| As of Date | 02/23/2026 |
| Registration | SEC, Approved, 03/15/2010 |
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| Contact Info | 917 xxxxxxx |
| Websites |
| AUM* | 612,164,932 17% |
| of that, discretionary | 612,164,932 17% |
| Number of Employees | 1 -50% |
| of those in investment advisory functions | 1 -50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,784,737 36% |
| % High Net Worth | 71.05% 24% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name KATZ, ABOSCH, WINDESHEIM,GERSHMAN & FREEDMAN, P.A. | Filing Date06/25/2025 | Form ADV-E View Report |
| Accounting Firm Name KATZ, ABOSCH, WINDESHEIM, GERSHMAN & FREEDMAN, P.A. | Filing Date10/28/2024 | Form ADV-E View Report |
| Accounting Firm Name KATZ, ABOSCH, WINDESHEIM, GERSHMAN & FREEDMAN, P.A. | Filing Date10/26/2023 | Form ADV-E View Report |