| Total AUM | $1.24B |
| Discretionary | $653.5M53% of AUM |
| Non-Discretionary | $584.6M |
| Client Accounts | 2,411 |
| Avg Account Size | $514K |
| Employees | 20 |
| Peak AUM | $1.24BFeb 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.2B | +20.3% | +25.9% | +21.7% | |
| Discretionary AUM | |||||
| Total AUM | $1.24B |
| Discretionary | $653.5M |
| Employees | 20 |
| Client Accounts | 2411 |
| Client Range | More than 500 |
Address
2 JERICHO PLAZA
JERICHO NY 11753
Phone
516-388-7980
Filing History
35 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$654M
52.8% of AUM
Non-Discretionary
$585M
47.2% of AUM
Disc. mix ▼ 0.4pp vs 1 year ago
Custody
Total AUM
$1.2B
| $654M |
| +19.3% |
| +13.1% |
| +9.7% |
| Non-Disc. AUM | $585M | +21.5% | +50.9% | +60.0% |
| Total Accounts | 2k | +15.0% | +15.3% | +23.3% |
| Avg Account Size | $513,559.296 | +4.6% | +9.1% | 1.4% |
| Employees | 20 | +17.6% | +10.4% | +17.6% |
| AUM / Employee | $62M | +2.3% | +14.0% | +3.4% |
Client AUM Segments | |||||
| Wealth AUM | $1.1B | +20.6% | +25.5% | +20.3% | |
| Institutional AUM | $174M | +18.6% | +28.3% | +32.6% | |
Client Count Segments | |||||
| HNW Clients | 396 | +6.7% | +0.6% | +14.0% | |
| Institutional | 15 | 0.0% | +5.0% | — | |
| Individuals | 334 | +16.0% | +32.8% | +27.0% | |