Adviser Profile
| As of Date | 04/28/2026 |
| Registration | New Jersey, Approved, 02/18/2022 |
| ADV Location | MANALAPAN, NJ, United States |
| Contact Info | 732 xxxxxxx |
| Websites |
| AUM* | 9,250,000 363% |
| of that, discretionary | 9,250,000 363% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 318,966 187% |
| % High Net Worth | 40.00% -10% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds