| Total AUM | $72.1M |
| Discretionary | $72.1M100% of AUM |
| Client Accounts | 67 |
| Avg Account Size | $1.1M |
| Employees | 1 |
| Peak AUM | $72.1MFeb 2026 |
| AUM CAGR | +15.0% /yrover 5 yrs · 23 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $72M | +15.0% | +22.6% | +15.0% | |
| Discretionary AUM | |||||
| Total AUM | $72.1M |
| Discretionary | $72.1M |
| Employees | 1 |
| Client Accounts | 67 |
| Client Range | 26-50 |
Address
138 S 1ST STREET
LINDENHURST NY 11757
Phone
631-592-9729
Filing History
23 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$72M
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
$72M
| $72M |
| +15.0% |
| +22.6% |
| +15.0% |
| Total Accounts | 67 | +6.3% | +4.3% | +8.9% |
| Avg Account Size | $1M | +8.1% | +17.5% | +5.6% |
| Employees | 1 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $72M | +15.0% | +22.6% | +15.0% |
Client AUM Segments | |||||
| Wealth AUM | $72M | +14.9% | +22.6% | +14.8% | |
| Institutional AUM | $548,030 | +33.6% | +22.2% | — | |
Client Count Segments | |||||
| HNW Clients | 36 | 14.3% | 2.6% | 2.7% | |
| Institutional | 1 | 0.0% | 0.0% | — | |
| Individuals | 30 | +50.0% | +16.4% | +19.6% | |