| Total AUM | $896.3M |
| Discretionary | $896.3M100% of AUM |
| Client Accounts | 2,195 |
| Avg Account Size | $408K |
| Employees | 10 |
| Peak AUM | $896.3MMar 2026 |
Total AUM
$896M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $896M | +14.6% | +19.4% | +18.2% | |
| Discretionary AUM | |||||
| Total AUM | $896.3M |
| Discretionary | $896.3M |
| Employees | 10 |
| Client Accounts | 2195 |
| Client Range | 51-100 |
Address
363 ROUTE 46 WEST
FAIRFIELD NJ 07004
Phone
973-244-4142
Filing History
36 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$896M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| $896M |
| +14.6% |
| +19.4% |
| +18.2% |
| Total Accounts | 2k | +151.1% | +45.1% | +18.4% |
| Avg Account Size | $408,350.925 | 54.4% | 17.7% | 0.2% |
| Employees | 10 | 0.0% | 5.9% | +4.6% |
| AUM / Employee | $90M | +14.6% | +26.9% | +13.0% |
Client AUM Segments | |||||
| Wealth AUM | $731M | +16.5% | +20.4% | +22.1% | |
| Institutional AUM | $165M | +6.9% | +15.3% | +6.6% | |
Client Count Segments | |||||
| HNW Clients | 2k | +159.4% | +50.5% | +17.9% | |
| Institutional | 77 | +8.5% | +5.3% | +14.0% | |
| Individuals | 198 | +13.8% | +14.2% | +23.1% | |