{{ Info.Overview }}
Adviser Profile
| As of Date | 07/09/2026 |
| Registration | SEC, Approved, 07/25/2024 |
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| Former registrations | |
| ADV Location | GREENWICH, CT, United States |
| Contact Info | 203 xxxxxxx |
| Websites |
| AUM* | 293,191,795 82% |
| of that, discretionary | 255,559,414 59% |
| Number of Employees | 4 100% |
| of those in investment advisory functions | 4 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,389,535 -66% |
| % High Net Worth | 47.44% -14% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
256M
219M
183M
146M
110M
73M
37M
2024
2025
2026
Private Funds
No private funds