| Total AUM | $423.4M |
| Discretionary | $37.5M9% of AUM |
| Non-Discretionary | $385.9M |
| Client Accounts | 33 |
| Avg Account Size | $12.8M |
| Employees | 1 |
| Peak AUM | $423.4MMar 2026 |
Total AUM
$423M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $423M | — | — | — | |
| Discretionary AUM | $38M | — | |||
| Total AUM | $423.4M |
| Discretionary | $37.5M |
| Employees | 1 |
| Client Accounts | 33 |
| Client Range | 0 |
Address
741 1ST STREET
SOMERS POINT NJ 08244
Phone
484-908-9118
Filing History
8 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$38M
8.9% of AUM
Non-Discretionary
$386M
91.1% of AUM
| — |
| Non-Disc. AUM | $386M | — | — | — |
| Total Accounts | 33 | — | — | — |
| Avg Account Size | $13M | — | — | — | — |
| Employees | 1 | 50.0% | — | — |
| AUM / Employee | $423M | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $19M | — | — | — | — |
| Institutional AUM | $19M | — | — | — | — |
| Other AUM | $386M | — | — | — | — |
Client Count Segments | |||||
| HNW Clients | 5 | — | — | — | — |
| Institutional | 4 | — | — | — | — |
| Individuals | 3 | — | — | — | — |