| Total AUM | $146.5M |
| Discretionary | $146.5M100% of AUM |
| Client Accounts | 515 |
| Avg Account Size | $284K |
| Employees | 5 |
| Peak AUM | $146.5MApr 2026 |
| AUM CAGR | +21.1% /yrover 1 yrs · 6 filings |
Total AUM
$146M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $146M | +21.1% | — | — | |
| Discretionary AUM | $146M | ||||
| Total AUM | $146.5M |
| Discretionary | $146.5M |
| Employees | 5 |
| Client Accounts | 515 |
| Client Range | 1-10 |
Address
150 HIMMELEIN ROAD
MEDFORD NJ 08055
Phone
609-714-0546
Filing History
6 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$146M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 2.5pp vs 1 year ago
No related registrations reported
| — |
| — |
| Total Accounts | 515 | +7.3% | — | — |
| Avg Account Size | $284,419.417 | +12.8% | — | — |
| Employees | 5 | 16.7% | — | — |
| AUM / Employee | $29M | +45.3% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $146M | +21.1% | — | — | |
Client Count Segments | |||||
| HNW Clients | 292 | +4.3% | — | — | |
| Individuals | 52 | +4.0% | — | — | |