| As of Date | 01/03/2026 |
| Registration | SEC, Approved, 05/06/2013 |
| Contact Info | 914 xxxxxxx |
| AUM* | 46,485,000 14% |
| of that, discretionary | 46,485,000 14% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 845,182 14% |
| % High Net Worth | 52.00% |
| 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
- Hourly charges
No private funds