| Total AUM | $815.4M |
| Discretionary | $731.4M90% of AUM |
| Non-Discretionary | $83.9M |
| Client Accounts | 895 |
| Avg Account Size | $911K |
| Employees | 6 |
| Peak AUM | $815.4MMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $815M | +7.7% | +12.0% | +7.0% | |
| Discretionary AUM | |||||
| Total AUM | $815.4M |
| Discretionary | $731.4M |
| Employees | 6 |
| Client Accounts | 895 |
| Client Range | 0 |
Address
3000 MARCUS AVENUE
LAKE SUCCESS NY 11042
Phone
516.708.9955
Filing History
37 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$731M
89.7% of AUM
Non-Discretionary
$84M
10.3% of AUM
Disc. mix ▼ 0.1pp vs 1 year ago
Custody
Total AUM
$815M
| $731M |
| +7.6% |
| +12.0% |
| +7.3% |
| Non-Disc. AUM | $84M | +8.7% | +12.7% | +4.7% |
| Total Accounts | 895 | +1.1% | +1.3% | +1.8% |
| Avg Account Size | $911,008.688 | +6.5% | +10.6% | +5.1% |
| Employees | 6 | +20.0% | +6.3% | 0.0% |
| AUM / Employee | $136M | 10.3% | +5.4% | +7.0% |
Client AUM Segments | |||||
| Wealth AUM | $815M | +7.7% | +12.0% | +7.0% | |
Client Count Segments | |||||
| HNW Clients | 180 | 4.8% | 3.5% | 0.8% | |
| Individuals | 176 | +5.4% | +3.2% | +3.4% | |