Adviser Profile
| As of Date | 08/11/2026 |
| Registration | SEC, Approved, 11/21/2025 |
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| Former registrations | |
| Contact Info | 908 xxxxxxx |
| Websites |
| AUM* | 114,000,135 |
| of that, discretionary | 114,000,135 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 179,811 |
| % High Net Worth | 6.31% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
114M
98M
81M
65M
49M
33M
16M
2025
2026
Private Funds
No private funds