| Total AUM | $57.0M |
| Discretionary | $55.5M97% of AUM |
| Non-Discretionary | $1.5M |
| Client Accounts | 105 |
| Avg Account Size | $543K |
| Employees | 1 |
| Peak AUM | $57.0MFeb 2026 |
| AUM CAGR | +6.4% /yrover 12 yrs · 18 filings |
Total AUM
$57M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $57M | +8.1% | +9.3% | +11.6% | |
| Discretionary AUM | |||||
| Total AUM | $57.0M |
| Discretionary | $55.5M |
| Employees | 1 |
| Client Accounts | 105 |
| Client Range | 1-10 |
Phone
(718) 370-3464
Filing History
18 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$55M
97.4% of AUM
Non-Discretionary
$1M
2.6% of AUM
Disc. mix ▼ 0.0pp vs 1 year ago
No related registrations reported
| $55M |
| +8.0% |
| +9.3% |
| +11.4% |
| Non-Disc. AUM | $1M | +9.7% | +9.3% | +17.7% |
| Total Accounts | 105 | +1.0% | +3.8% | +8.4% |
| Avg Account Size | $542,570.419 | +7.0% | +5.4% | +2.9% |
| Employees | 1 | 0.0% | 0.0% | 12.9% |
| AUM / Employee | $57M | +8.1% | +9.3% | +28.2% |
Client AUM Segments | |||||
| Wealth AUM | $57M | +8.1% | +9.3% | +11.6% | |
Client Count Segments | |||||
| HNW Clients | 28 | +3.7% | +2.5% | +2.3% | |
| Individuals | 8 | +14.3% | +4.6% | +9.9% | |