| As of Date | 10/06/2024 |
| Registration status | Terminated |
| ADV Location | HADDONFIELD, NJ, United States |
| Contact Info | 856 xxxxxxx |
| Websites |
| AUM* | 458,530,280 7% |
| of that, discretionary | 0 |
| Number of Employees | 65 25% |
| of those in investment advisory functions | 65 25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 21,834,775 -3% |
| SMA’s | Yes |
| Private Funds | 0 |
- Pooled investment vehicles
- Corporations or other businesses not listed above
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
No private funds