| Total AUM | $231.0M |
| Discretionary | $231.0M100% of AUM |
| Client Accounts | 965 |
| Avg Account Size | $239K |
| Employees | 9 |
| Peak AUM | $231.0MMar 2026 |
| AUM CAGR | +23.1% /yrover 9 yrs · 16 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $231M | +18.1% | +23.7% | +13.3% | |
| Discretionary AUM | |||||
| Total AUM | $231.0M |
| Discretionary | $231.0M |
| Employees | 9 |
| Client Accounts | 965 |
Address
116 TERRY ROAD
SMITHTOWN NY 11787
Phone
631-361-4925
Filing History
16 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$231M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$231M
| $231M |
| +18.1% |
| +27.5% |
| +13.5% |
| Total Accounts | 965 | +10.8% | 30.9% | +11.1% |
| Avg Account Size | $239,335.988 | +6.6% | +79.0% | +2.0% |
| Employees | 9 | 40.0% | +42.8% | +17.3% |
| AUM / Employee | $26M | +96.8% | 13.4% | 3.4% |
Client AUM Segments | |||||
| Wealth AUM | $193M | +19.3% | +26.1% | +9.6% | |
| Institutional AUM | $38M | +12.1% | +13.8% | +103.1% | |
Client Count Segments | |||||
| HNW Clients | 463 | 9.2% | 3.4% | +11.2% | |
| Institutional | 5 | 28.6% | 86.0% | — | |
| Individuals | 59 | +37.2% | +37.7% | 8.4% | |