Adviser Profile

As of Date 01/20/2026
Registration SEC, Approved, 05/11/1987
Contact Info 609 xxxxxxx
AUM* 111,819,874 2%
of that, discretionary 26,524,326 0%
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 5,590,994 8%
% High Net Worth 92.86% -2%
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

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

93M 79M 66M 53M 40M 26M 13M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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