| Total AUM | $18.8M |
| Discretionary | $18.8M100% of AUM |
| Client Accounts | 4,521 |
| Avg Account Size | $4K |
| Employees | 44 |
| Peak AUM | $18.8MMar 2026 |
Total AUM
$19M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $19M | +144919.8% | — | — | |
| Discretionary AUM | $19M | ||||
| Total AUM | $18.8M |
| Discretionary | $18.8M |
| Employees | 44 |
| Client Accounts | 4521 |
Address
530 BROADWAY
NEW YORK NY 10012
Phone
212-401-6946
Filing History
22 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$19M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| — |
| — |
| Total Accounts | 5k | +19556.5% | — | — |
| Avg Account Size | $4,157.813 | +637.8% | — | — |
| Employees | 44 | +780.0% | +265.7% | +152.5% |
| AUM / Employee | $427,215.25 | +16379.5% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $19M | +144919.8% | — | — | |
Client Count Segments | |||||
| HNW Clients | 4k | +15326.1% | — | — | |
| Individuals | 973 | — | — | — | |