| As of Date | 09/15/2026 |
| Registration | SEC, Approved, 11/19/2025 |
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| Former registrations | |
| ADV Location | RED BANK, NJ, United States |
| Contact Info | 732 xxxxxxx |
| AUM* | 109,308,243 |
| of that, discretionary | 86,397,800 |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 437,233 |
| % High Net Worth | 41.45% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds