| As of Date | 03/23/2026 |
| Registration | New York, Approved, 09/12/2025 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 929 xxxxxxx |
| Websites |
| AUM* | 100,000 |
| of that, discretionary | 100,000 |
| Private Fund GAV* | 0 |
| Avg Account Size | 100,000 |
| SMA’s | No |
| Private Funds | 0 |
Number of Employees 1
of those in investment advisory functions 1
- Individuals (other than high net worth individuals)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds