Adviser Profile

As of Date 06/02/2026
Registration SEC, Approved, 02/27/2017
Other registrations (2)
ADV Location MONTCLAIR, NJ, United States
Contact Info (91 xxxxxxx
Websites
AUM* 495,485,499 51%
of that, discretionary 495,485,499 51%
Number of Employees 3 50%
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 1,577,979 25%
% High Net Worth 98.70% 1%
SMA’s Yes
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
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

495M 425M 354M 283M 212M 142M 71M
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker922908769 Stock NameVANGUARD INDEX FDS $ Position$106,060,429 % Position28.00% $ Change18.00% # Change3.00%
Stck Ticker25434V708 Stock NameDIMENSIONAL ETF TRUST $ Position$48,348,693 % Position13.00% $ Change15.00% # Change1.00%
Stck Ticker464287150 Stock NameISHARES TR $ Position$29,713,142 % Position8.00% $ Change15.00% # Change0.00%
Stck Ticker25434V880 Stock NameDIMENSIONAL ETF TRUST $ Position$25,941,374 % Position7.00% $ Change12.00% # Change3.00%
Stck Ticker92206C730 Stock NameVANGUARD SCOTTSDALE FDS $ Position$25,575,499 % Position7.00% $ Change19.00% # Change3.00%
Stck Ticker921909768 Stock NameVANGUARD STAR FDS $ Position$21,795,875 % Position6.00% $ Change12.00% # Change1.00%
Stck Ticker46090E103 Stock NameINVESCO QQQ TR $ Position$17,420,136 % Position5.00% $ Change32.00% # Change4.00%
Stck Ticker25434V104 Stock NameDIMENSIONAL ETF TRUST $ Position$12,803,598 % Position3.00% $ Change14.00% # Change0.00%
Stck Ticker46432F834 Stock NameISHARES TR $ Position$11,921,189 % Position3.00% $ Change10.00% # Change0.00%
Stck Ticker78462F103 Stock NameSTATE STR SPDR S&P 500 ETF T $ Position$6,128,541 % Position2.00% $ Change199.00% # Change161.00%

Brochure Summary