| As of Date | 01/20/2026 |
| ADV Location | WHITE PLAINS, NY, United States |
| Adviser Type | |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Registration | New York, Approved, 08/06/2019 |
| AUM* | 16,989,514 50% |
| of that, discretionary | 16,989,514 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 173,362 -3% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 212 xxxxxxx |
| Websites |
- Individuals (other than high net worth individuals)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds