Adviser Profile
| As of Date | 08/03/2026 |
| Registration | Connecticut, Approved, 04/22/1999 |
| ADV Location | DARIEN, CT, United States |
| Contact Info | 203 xxxxxxx |
| Websites |
| AUM* | 61,200,223 19% |
| of that, discretionary | 60,368,877 17% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 410,740 -32% |
| % High Net Worth | 20.00% -23% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds