| Registration status | Terminated |
| As of Date | 03/29/2019 |
| ADV Location | GREENWICH, CT, United States |
| Adviser Type - Large advisory firm | |
| Number of Employees | 4 |
| of those in investment advisory functions | 1 |
| AUM* | 141,969,449 |
| of that, discretionary | 0 |
| Private Fund GAV* | 0 |
| % High Net Worth | 100.00% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Charitable organizations
- Financial planning services
- Selection of other advisers
- Educational seminars/workshops
- Fixed fees (other than subscription fees)
No private funds