| Total AUM | $171.3M |
| Discretionary | $171.3M100% of AUM |
| Client Accounts | 224 |
| Avg Account Size | $765K |
| Employees | 2 |
| Peak AUM | $171.3MMar 2026 |
Total AUM
$171M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $171M | +68.0% | — | — | |
| Discretionary AUM | $171M | ||||
| Total AUM | $171.3M |
| Discretionary | $171.3M |
| Employees | 2 |
| Client Accounts | 224 |
| Client Range | 0 |
Address
80 W CENTURY ROAD
PARAMUS NJ 07652
Phone
551-284-4023
Filing History
8 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$171M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| — |
| — |
| Total Accounts | 224 | 8.2% | — | — |
| Avg Account Size | $764,776.786 | +82.9% | — | — | — |
| Employees | 2 | 0.0% | +32.0% | — |
| AUM / Employee | $86M | +68.0% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $151M | +50.7% | — | — | |
| Institutional AUM | $3M | +28.7% | — | — | — |
| Fund / Pooled AUM | $18M | — | — | — | — |
Client Count Segments | |||||
| HNW Clients | 45 | 25.0% | — | — | |
| Institutional | 2 | — | — | — | — |
| Pooled / Fund | 1 | — | — | — | — |
| Individuals | 25 | 24.2% | — | — | |