| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 03/16/2025 |
| Adviser Type | |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Registration | New Jersey, Approved, 05/08/2013 |
| AUM* | 24,154,413 50.47% |
| of that, discretionary | 24,154,413 50.47% |
| Private Fund GAV* | 0 |
| Avg Account Size | 536,765 37.10% |
| % High Net Worth | 37.93% -27.06% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 646 xxxxxxx |
- 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
- Fixed fees (other than subscription fees)
- Performance-based fees
No private funds