| Total AUM | $127.5M |
| Discretionary | $127.5M100% of AUM |
| Client Accounts | 472 |
| Avg Account Size | $270K |
| Employees | 2 |
| Peak AUM | $127.5MMar 2026 |
Total AUM
$128M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $128M | — | — | — | — |
| Discretionary AUM | $128M | — | — | ||
| Total AUM | $127.5M |
| Discretionary | $127.5M |
| Employees | 2 |
| Client Accounts | 472 |
| Client Range | 0 |
Address
3071 E CHESTNUT AVE, SUITE C9
VINELAND NJ 08361
Phone
856-692-0555
Filing History
5 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$128M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
No related registrations reported
— |
| Total Accounts | 472 | — | — | — | — |
| Avg Account Size | $270,213.379 | — | — | — | — |
| Employees | 2 | +100.0% | — | — | — |
| AUM / Employee | $64M | — | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $127M | — | — | — | — |
| Institutional AUM | $388,157 | — | — | — | — |
Client Count Segments | |||||
| HNW Clients | 179 | — | — | — | — |
| Individuals | 31 | — | — | — | — |