| As of Date | 06/30/2024 |
| Registration status | Terminated |
| ADV Location | GARDEN CITY, NY, United States |
| Contact Info | 516 xxxxxxx |
| Websites |
| AUM* | 19,401,551 -54% |
| of that, discretionary | 17,313,586 -43% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 168,709 -45% |
| % High Net Worth | 37.78% -26% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds