| Total AUM | $768.8M |
| Discretionary | $741.7M96% of AUM |
| Non-Discretionary | $27.1M |
| Client Accounts | 1,821 |
| Avg Account Size | $422K |
| Employees | 75 |
| Peak AUM | $2.75BMar 2006 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $769M | +62.6% | +26.5% | +19.5% | |
| Discretionary AUM | |||||
| Total AUM | $768.8M |
| Discretionary | $741.7M |
| Employees | 75 |
| Client Accounts | 1821 |
| Client Range | 51-100 |
Address
2001 ROUTE 46
PARSIPPANY NJ 07054
Phone
973-299-8989
Filing History
74 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$742M
96.5% of AUM
Non-Discretionary
$27M
3.5% of AUM
Disc. mix ▲ 0.7pp vs 1 year ago
| -5.4% /yrover 23 yrs · 74 filings |
Total AUM
$769M
| $742M |
| +63.8% |
| +26.9% |
| +20.0% |
| Non-Disc. AUM | $27M | +35.8% | +16.6% | +8.7% |
| Total Accounts | 2k | +54.6% | +19.9% | +18.5% |
| Avg Account Size | $422,200.902 | +5.2% | +5.5% | +0.8% |
| Employees | 75 | +7.1% | +2.3% | +2.9% |
| AUM / Employee | $10M | +51.8% | +23.6% | +16.1% |
Client AUM Segments | |||||
| Wealth AUM | $723M | +66.9% | +26.5% | +20.3% | |
| Institutional AUM | $46M | +16.1% | +26.1% | +9.6% | |
Client Count Segments | |||||
| HNW Clients | 940 | +50.9% | +12.1% | +7.0% | |
| Institutional | 12 | 0.0% | 20.6% | +11.4% | |
| Individuals | 147 | +69.0% | +6.4% | +9.1% | |