Adviser Profile
| As of Date | 05/06/2025 |
| Registration | New Jersey, Approved, 09/22/1993 |
| ADV Location | MERCHANTVILLE, NJ, United States |
| Contact Info | 856 xxxxxxx |
| Websites |
| AUM* | 48,500,000 87% |
| of that, discretionary | 0 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,732,143 87% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
1
1
1
1
Private Funds
No private funds