| Total AUM | $18.7M |
| Discretionary | $18.7M100% of AUM |
| Client Accounts | 41 |
| Avg Account Size | $457K |
| Employees | 1 |
| Peak AUM | $18.7MSep 2025 |
Total AUM
$19M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $19M | — | — | — | — |
| Discretionary AUM | $19M | — | — | ||
| Total AUM | $18.7M |
| Discretionary | $18.7M |
| Employees | 1 |
| Client Accounts | 41 |
| Client Range | 0 |
Phone
203-518-0329
Filing History
5 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$19M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
— |
| Total Accounts | 41 | — | — | — | — |
| Avg Account Size | $457,229.317 | — | — | — | — |
| Employees | 1 | 0.0% | — | — | — |
| AUM / Employee | $19M | — | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $19M | — | — | — | — |
Client Count Segments | |||||
| HNW Clients | 5 | — | — | — | — |
| Individuals | 11 | — | — | — | — |