Adviser Profile

As of Date 03/16/2026
Registration SEC, Approved, 01/31/2012
Contact Info 908 xxxxxxx
AUM* 55,392,046 16%
of that, discretionary 55,392,046 16%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 4,616,004 35%
% High Net Worth 60.00% -6%
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
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

91M 78M 65M 52M 39M 26M 13M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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