Adviser Profile
| As of Date | 03/31/2026 |
| Registration | New Jersey, Approved, 03/12/2025 |
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| Former registrations | |
| Contact Info | 908 xxxxxxx |
| AUM* | 31,371,614 49% |
| of that, discretionary | 13,365,358 100% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 627,432 8% |
| % High Net Worth | 20.00% 80% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
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
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds