| As of Date | 03/30/2026 |
| Registration | Connecticut, Approved, 01/08/2020 |
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| ADV Location | NORWALK, CT, United States |
| Contact Info | 646 xxxxxxx |
| Websites |
| AUM* | 2,613,592 -9% |
| of that, discretionary | 2,613,592 -9% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 130,680 60% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
No private funds