| As of Date | 09/15/2026 |
| Registration | SEC, Approved, 01/02/2015 |
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| ADV Location | MELVILLE, NY, United States |
| Contact Info | 888 xxxxxxx |
| Websites |
| AUM* | 442,031,005 42% |
| of that, discretionary | 442,031,005 42% |
| Number of Employees | 6 20% |
| of those in investment advisory functions | 6 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 511,019 30% |
| % High Net Worth | 46.00% -24% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- 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 INDEX FDS | $ Position$65,278,987 | % Position16.00% | $ Change14.00% | # Change0.00% |
| Stck Ticker45409B560 | Stock NameNEW YORK LIFE INVESTMENTS ET | $ Position$18,898,814 | % Position5.00% | $ Change15.00% | # Change1.00% |
| Stck Ticker92647X830 | Stock NameVICTORY PORTFOLIOS II | $ Position$19,757,838 | % Position5.00% | $ Change11.00% | # Change-4.00% |
| Stck Ticker74348A467 | Stock NamePROSHARES TR | $ Position$22,382,002 | % Position5.00% | $ Change11.00% | # Change110.00% |
| Stck Ticker921946810 | Stock NameVANGUARD WHITEHALL FDS | $ Position$12,065,234 | % Position3.00% | $ Change9.00% | # Change3.00% |
| Stck Ticker464287804 | Stock NameISHARES TR | $ Position$11,581,398 | % Position3.00% | $ Change18.00% | # Change-1.00% |
| Stck Ticker46641Q670 | Stock NameJ P MORGAN EXCHANGE TRADED F | $ Position$11,553,464 | % Position3.00% | $ Change9.00% | # Change9.00% |
| Stck Ticker464287507 | Stock NameISHARES TR | $ Position$8,989,196 | % Position2.00% | $ Change15.00% | # Change1.00% |
| Stck Ticker464287200 | Stock NameISHARES TR | $ Position$7,327,571 | % Position2.00% | $ Change11.00% | # Change-3.00% |
| Stck Ticker33740F805 | Stock NameFIRST TR EXCHNG TRADED FD VI | $ Position$8,835,441 | % Position2.00% | $ Change8.00% | # Change8.00% |