Adviser Profile

As of Date 04/01/2025
Registration SEC, Approved, 01/19/2018
ADV Location COMMACK, NY, United States
Contact Info (63 xxxxxxx
Websites
AUM* 57,389,099 7%
of that, discretionary 41,377,679 15%
Number of Employees 5
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 329,822 16%
% High Net Worth 15.25% -82%
SMA’s Yes
Private Funds 0

Adviser Type

- Mid-sized 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
- Fixed fees (other than subscription fees)

Reported AUM

41M 35M 30M 24M 18M 12M 6M
2017 2018 2019 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary