Adviser Profile
| As of Date | 08/14/2026 |
| Registration | SEC, Approved, 01/31/2024 |
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| Former registrations | |
| ADV Location | BROOKLYN, NY, United States |
| Contact Info | 347 xxxxxxx |
| Websites |
| AUM* | 958,721,478 3707% |
| of that, discretionary | 933,730,529 3608% |
| Number of Employees | 48 433% |
| of those in investment advisory functions | 26 189% |
| Private Fund GAV* | 0 |
| Avg Account Size | 195,498 -21% |
| % High Net Worth | 46.50% 71% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
934M
800M
667M
534M
400M
267M
133M
2023
2024
2025
2026
Private Funds
No private funds
Employees
Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker78468R663 | Stock NameSPDR SERIES TRUST | $ Position$29,123,952 | % Position3.00% | $ Change40.00% | # Change40.00% |
| Stck Ticker46436E718 | Stock NameISHARES TR | $ Position$18,046,216 | % Position2.00% | $ Change66.00% | # Change66.00% |
| Stck Ticker78462F103 | Stock NameSTATE STR SPDR S&P 500 ETF T | $ Position$18,416,096 | % Position2.00% | $ Change371.00% | # Change310.00% |
| Stck Ticker885155309 | Stock NameTHOR FINL TECHNOLOGIES TR | $ Position$21,153,993 | % Position2.00% | $ Change | # Change |
| Stck Ticker00400R601 | Stock NameABSOLUTE SHS TR | $ Position$15,063,884 | % Position2.00% | $ Change8.00% | # Change-5.00% |
| Stck Ticker00400R700 | Stock NameABSOLUTE SHS TR | $ Position$16,237,002 | % Position2.00% | $ Change4.00% | # Change-5.00% |
| Stck Ticker00400R809 | Stock NameABSOLUTE SHS TR | $ Position$17,675,325 | % Position2.00% | $ Change14.00% | # Change-5.00% |
| Stck Ticker02079K107 | Stock NameALPHABET INC | $ Position$14,822,493 | % Position2.00% | $ Change35.00% | # Change9.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$16,158,702 | % Position2.00% | $ Change35.00% | # Change18.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$5,421,450 | % Position1.00% | $ Change52.00% | # Change51.00% |