| Total AUM | $479.5M |
| Discretionary | $452.7M94% of AUM |
| Non-Discretionary | $26.8M |
| Client Accounts | 633 |
| Avg Account Size | $758K |
| Employees | 5 |
| Peak AUM | $479.5MFeb 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $480M | +17.8% | +13.7% | +6.8% | |
| Discretionary AUM | |||||
| Total AUM | $479.5M |
| Discretionary | $452.7M |
| Employees | 5 |
| Client Accounts | 633 |
| Client Range | 51-100 |
Address
170 KINNELON ROAD, SUITE 3
KINNELON NJ 07405
Phone
973-492-0808
Filing History
44 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$453M
94.4% of AUM
Non-Discretionary
$27M
5.6% of AUM
Disc. mix ▲ 55.7pp vs 1 year ago
Custody
No related registrations reported
| +7.4% /yrover 25 yrs · 44 filings |
Total AUM
$480M
| $453M |
| +187.6% |
| +103.9% |
| +67.6% |
| Non-Disc. AUM | $27M | 89.3% | 54.9% | 39.3% |
| Total Accounts | 633 | +13.4% | +5.1% | +3.7% |
| Avg Account Size | $757,541.577 | +3.8% | +8.2% | +3.0% |
| Employees | 5 | 0.0% | +36.9% | +20.5% |
| AUM / Employee | $96M | +17.8% | 17.0% | 11.4% |
Client AUM Segments | |||||
| Wealth AUM | $480M | +17.8% | +13.7% | +6.8% | |
Client Count Segments | |||||
| HNW Clients | 85 | 0.0% | 8.7% | 1.4% | |
| Individuals | 86 | +17.8% | +13.8% | +5.5% | |