| Total AUM | $161.7M |
| Discretionary | $65.6M41% of AUM |
| Non-Discretionary | $96.1M |
| Client Accounts | 367 |
| Avg Account Size | $441K |
| Employees | 14 |
| Peak AUM | $161.7MMar 2026 |
| AUM CAGR |
Total AUM
$162M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $162M | +27.1% | — | — | |
| Discretionary AUM | $66M | ||||
| Total AUM | $161.7M |
| Discretionary | $65.6M |
| Employees | 14 |
| Client Accounts | 367 |
| Client Range | 0 |
Address
30B VREELAND ROAD
FLORHAM PARK NJ 07932
Phone
888-467-3636
Filing History
14 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$66M
40.5% of AUM
Non-Discretionary
$96M
59.5% of AUM
Disc. mix ▼ 4.8pp vs 1 year ago
| — |
| — |
| Non-Disc. AUM | $96M | +38.2% | — | — |
| Total Accounts | 367 | +1.9% | — | — |
| Avg Account Size | $440,548.142 | +24.7% | — | — |
| Employees | 14 | 12.5% | — | — |
| AUM / Employee | $12M | +45.3% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $152M | +32.5% | — | — | |
| Institutional AUM | $10M | 22.7% | — | — | |
Client Count Segments | |||||
| HNW Clients | 258 | 6.2% | — | — | |
| Institutional | 15 | +15.4% | — | — | |
| Individuals | 94 | +30.6% | — | — | |