Adviser Profile
| As of Date | 09/17/2026 |
| Registration | SEC, 120-Day Approval, 05/20/2026 |
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| Former registrations | |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 908 xxxxxxx |
| AUM* | 1,230,400,000 |
| of that, discretionary | 0 |
| Number of Employees | 4 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 615,200,000 |
| % High Net Worth | 100.00% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
2026
Private Funds
No private funds