| Total AUM | $192.5M |
| Discretionary | $192.5M100% of AUM |
| Client Accounts | 487 |
| Avg Account Size | $395K |
| Employees | 3 |
| Peak AUM | $192.5MFeb 2026 |
Total AUM
$193M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $193M | — | — | — | — |
| Discretionary AUM | $193M | — | — | ||
| Total AUM | $192.5M |
| Discretionary | $192.5M |
| Employees | 3 |
| Client Accounts | 487 |
| Client Range | 11-25 |
Address
1 GATEHALL DRIVE
PARSIPPANY NJ 07054
Phone
973-993-6300
Filing History
5 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$193M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Custody
— |
| Total Accounts | 487 | — | — | — | — |
| Avg Account Size | $395,345.789 | — | — | — | — |
| Employees | 3 | 0.0% | — | — | — |
| AUM / Employee | $64M | — | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $180M | — | — | — | — |
| Institutional AUM | $13M | — | — | — | — |
Client Count Segments | |||||
| HNW Clients | 76 | — | — | — | — |
| Individuals | 46 | — | — | — | — |