Adviser Profile

As of Date 12/04/2024
Registration status Terminated
ADV Location HAUPPAUGE, NY, United States
Contact Info 631 xxxxxxx
AUM* 0
of that, discretionary
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
SMA’s No
Private Funds 0

Adviser Type

Client Types

Advisory Activities

- Financial planning services

Compensation Arrangments

- Hourly charges

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees