| Total AUM | $251.3M |
| Discretionary | $251.3M100% of AUM |
| Client Accounts | 557 |
| Avg Account Size | $451K |
| Employees | 4 |
| Peak AUM | $251.3MMar 2026 |
Total AUM
$251M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $251M | +18.1% | +21.6% | — | |
| Discretionary AUM | $251M | ||||
| Total AUM | $251.3M |
| Discretionary | $251.3M |
| Employees | 4 |
| Client Accounts | 557 |
| Client Range | 51-100 |
Address
1162 SPRINGFIELD AVE
MOUNTAINSIDE NJ 07092
Phone
(908) 519-8120
Filing History
13 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$251M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| +18.1% |
| +21.6% |
| — |
| Total Accounts | 557 | +8.6% | +10.8% | — |
| Avg Account Size | $451,233.567 | +8.8% | +9.7% | — |
| Employees | 4 | 0.0% | +10.1% | +5.9% |
| AUM / Employee | $63M | +18.1% | +10.5% | — |
Client AUM Segments | |||||
| Wealth AUM | $249M | +19.2% | +22.5% | — | |
| Institutional AUM | $2M | 44.8% | 19.6% | — | |
Client Count Segments | |||||
| HNW Clients | 73 | +7.4% | 12.2% | — | |
| Individuals | 68 | +7.9% | 1.4% | — | |