| Total AUM | $308.2M |
| Discretionary | $308.2M100% of AUM |
| Client Accounts | 564 |
| Avg Account Size | $547K |
| Employees | 5 |
| Peak AUM | $313.8MMar 2025 |
| AUM CAGR | +18.1% /yrover 9 yrs · 20 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $308M | 1.8% | +14.9% | +15.8% | |
| Discretionary AUM | |||||
| Total AUM | $308.2M |
| Discretionary | $308.2M |
| Employees | 5 |
| Client Accounts | 564 |
| Client Range | 51-100 |
Address
69-64 GRAND AVENUE
MASPETH NY 11378
Phone
718-898-0871
Filing History
20 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$308M
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
$308M
| $308M |
| 1.8% |
| +14.9% |
| +15.8% |
| Total Accounts | 564 | 12.3% | +4.4% | +8.2% |
| Avg Account Size | $546,531.246 | +12.0% | +10.1% | +7.0% |
| Employees | 5 | 16.7% | 0.0% | +4.6% |
| AUM / Employee | $62M | +17.9% | +14.9% | +10.7% |
Client AUM Segments | |||||
| Wealth AUM | $307M | 0.4% | +15.7% | +15.9% | |
| Institutional AUM | $1M | 77.5% | 38.3% | +2.3% | |
Client Count Segments | |||||
| HNW Clients | 93 | 21.8% | 8.4% | 18.4% | |
| Institutional | 4 | 20.0% | 12.3% | +6.0% | |
| Individuals | 100 | 13.8% | 2.5% | +2.4% | |