| Registration status | Terminated |
| As of Date | 03/08/2022 |
| ADV Location | WESTPORT, CT, United States |
| Adviser Type - Large advisory firm | |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| AUM* | 328,289,141 21% |
| of that, discretionary | 328,289,141 21% |
| Private Fund GAV* | 0 |
| Avg Account Size | 550,821 13% |
| % High Net Worth | 18.26% 2% |
| SMA’s | Yes |
| Private Funds | 0 |
| Contact Info | 203 xxxxxxx |
| Websites |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
No private funds