| As of Date | 02/16/2026 |
| Registration | SEC, Approved, 06/26/2014 |
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| ADV Location | FARMINGDALE, NY, United States |
| Contact Info | 631 xxxxxxx |
| AUM* | 135,000,000 -4% |
| of that, discretionary | 135,000,000 -4% |
| Number of Employees | 4 -20% |
| of those in investment advisory functions | 2 -33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 428,571 20% |
| % High Net Worth | 29.75% 7% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds