| As of Date | 07/21/2023 |
| Registration status | Terminated |
| ADV Location | JERICHO, NY, United States |
| Contact Info | 516 xxxxxxx |
| Websites |
| AUM* | 132,000,000 -1% |
| of that, discretionary | 60,000,000 |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,736,842 -9% |
| % High Net Worth | 19.69% 2% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
No private funds