| Total AUM | $316.5M |
| Discretionary | $316.5M100% of AUM |
| Client Accounts | 847 |
| Avg Account Size | $374K |
| Employees | 7 |
| Peak AUM | $316.5MMar 2026 |
| AUM CAGR | +16.2% /yrover 7 yrs · 20 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $316M | +6.3% | +9.1% | +13.6% | |
| Discretionary AUM | $316M | ||||
| Total AUM | $316.5M |
| Discretionary | $316.5M |
| Employees | 7 |
| Client Accounts | 847 |
| Client Range | 26-50 |
Address
200 SCHULZ DRIVE
RED BANK NJ 07701
Phone
732-542-2629
Filing History
20 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$316M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$316M
| +6.3% |
| +9.1% |
| +13.6% |
| Total Accounts | 847 | +7.6% | +8.4% | +12.1% |
| Avg Account Size | $373,654.294 | 1.2% | +0.6% | +1.3% |
| Employees | 7 | 0.0% | 0.0% | +3.1% |
| AUM / Employee | $45M | +6.3% | +9.1% | +10.2% |
Client AUM Segments | |||||
| Wealth AUM | $310M | +6.5% | +9.3% | +14.1% | |
| Institutional AUM | $6M | 2.2% | +1.2% | 1.9% | |
Client Count Segments | |||||
| HNW Clients | 70 | 0.0% | +13.0% | +19.8% | |
| Individuals | 125 | +5.9% | +5.5% | +7.9% | |