| As of Date | 02/24/2026 |
| Registration | SEC, Approved, 02/03/2012 |
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| ADV Location | MOUNT OLIVE, NJ, United States |
| Contact Info | 973 xxxxxxx |
| Websites |
| AUM* | 504,382,000 -38% |
| of that, discretionary | 327,391,000 -46% |
| Number of Employees | 6 -14% |
| of those in investment advisory functions | 4 -33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 642,525 66% |
| % High Net Worth | 100.00% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds