| As of Date | 01/26/2026 |
| ADV Location | GARDEN CITY, NY, United States |
| Adviser Type | |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Registration | New York, Approved, 10/21/1998 |
| AUM* | 19,000,000 12% |
| of that, discretionary | 19,000,000 12% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,357,143 20% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 516 xxxxxxx |
- Individuals (other than high net worth individuals)
- Pension and profit sharing plans
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Hourly charges
No private funds