Adviser Profile
| As of Date | 06/16/2026 |
| Registration | SEC, Approved, 09/03/2024 |
|
|
|
| Former registrations | |
| ADV Location | MENDHAM, NJ, United States |
| Contact Info | 973 xxxxxxx |
| Websites |
| AUM* | 145,100,680 44% |
| of that, discretionary | 137,796,046 46% |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 313,392 -69% |
| % High Net Worth | 34.29% 3431% |
| 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
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
138M
118M
98M
79M
59M
39M
20M
2024
2025
2026
Private Funds
No private funds