| Total AUM | $87.5M |
| Discretionary | $84.1M96% of AUM |
| Non-Discretionary | $3.4M |
| Client Accounts | 356 |
| Avg Account Size | $246K |
| Employees | 1 |
| Peak AUM | $87.5MMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $87M | +18.5% | +8.1% | +9.5% | |
| Discretionary AUM | |||||
| Total AUM | $87.5M |
| Discretionary | $84.1M |
| Employees | 1 |
| Client Accounts | 356 |
| Client Range | 26-50 |
Address
60 CUTTER MILL ROAD
GREAT NECK NY 11021
Phone
516-400-7111
Filing History
23 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$84M
96.1% of AUM
Non-Discretionary
$3M
3.9% of AUM
Disc. mix ▼ 3.9pp vs 1 year ago
Total AUM
$87M
| $84M |
| +13.9% |
| +7.0% |
| +8.7% |
| Non-Disc. AUM | $3M | — | — | — |
| Total Accounts | 356 | 2.5% | +4.0% | 0.9% |
| Avg Account Size | $245,720.671 | +21.5% | +3.9% | +10.5% |
| Employees | 1 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $87M | +18.5% | +8.1% | +9.5% |
Client AUM Segments | |||||
| Wealth AUM | $87M | +18.5% | +8.1% | +9.5% | |
Client Count Segments | |||||
| HNW Clients | 95 | 7.8% | +4.0% | +17.2% | |
| Individuals | 37 | +23.3% | +9.0% | +15.5% | |