| As of Date | 09/21/2026 |
| Registration | SEC, Approved, 02/07/2012 |
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| Contact Info | 914 xxxxxxx |
| Websites |
| AUM* | 157,370,960 20% |
| of that, discretionary | 157,370,960 20% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,667,304 144% |
| % High Net Worth | 79.66% 1% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- 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 LILLING & COMPANY LLP | Filing Date07/21/2025 | Form ADV-E View Report |
| Accounting Firm Name PRAGER METIS CPAS | Filing Date02/27/2025 | Form ADV-E View Report |
| Accounting Firm Name PRAGER METIS, CPA'S | Filing Date11/04/2024 | Form ADV-E View Report |
| Accounting Firm Name PRAGER METIS CPAS | Filing Date10/10/2023 | Form ADV-E View Report |