| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 02/19/2014 |
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| ADV Location | FAIR HAVEN, NJ, United States |
| Contact Info | 732 xxxxxxx |
| Websites |
| AUM* | 107,946,217 12% |
| of that, discretionary | 107,946,217 12% |
| Number of Employees | 6 20% |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 294,935 6% |
| % High Net Worth | 22.30% 25% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker922908363 | Stock NameVANGUARD S&P 500 ETF | $ Position$4,350 | % Position14.76% | $ Change | # Change |
| Stck Ticker78462F103 | Stock NameSPDR S&P 500 ETF | $ Position$2,900 | % Position9.84% | $ Change | # Change |
| Stck Ticker808524797 | Stock NameSCHWAB US DIVIDEND EQUITY ETF | $ Position$2,716 | % Position9.22% | $ Change | # Change |
| Stck Ticker33738R506 | Stock NameFIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS FUND | $ Position$1,906 | % Position6.47% | $ Change | # Change |
| Stck Ticker46435G425 | Stock NameISHARES ESG AWARE MSCI USA ETF | $ Position$1,790 | % Position6.07% | $ Change | # Change |
| Stck Ticker78463V107 | Stock NameSPDR GOLD SHARES | $ Position$1,536 | % Position5.21% | $ Change | # Change |
| Stck Ticker46432F339 | Stock NameISHARES MSCI USA QUALITY FACTOR ETF | $ Position$1,491 | % Position5.06% | $ Change | # Change |
| Stck Ticker084670702 | Stock NameBERKSHIRE HATHAWAY INC DEL CL B NEW | $ Position$1,352 | % Position4.59% | $ Change | # Change |
| Stck Ticker46137V431 | Stock NameINVESCO S&P 500 GARP ETF | $ Position$1,256 | % Position4.26% | $ Change | # Change |
| Stck Ticker742718109 | Stock NamePROCTER AND GAMBLE CO COM | $ Position$1,059 | % Position3.59% | $ Change | # Change |