| Total AUM | $131.9M |
| Discretionary | $131.9M100% of AUM |
| Client Accounts | 130 |
| Avg Account Size | $1.0M |
| Employees | 3 |
| Peak AUM | $131.9MMar 2026 |
| AUM CAGR | +7.0% /yrover 19 yrs · 23 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $132M | +8.9% | +10.6% | +8.5% | |
| Discretionary AUM | |||||
| Total AUM | $131.9M |
| Discretionary | $131.9M |
| Employees | 3 |
| Client Accounts | 130 |
Phone
(516) 623-2862
Filing History
23 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$132M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
Total AUM
$132M
| $132M |
| +8.9% |
| +10.6% |
| +8.5% |
| Total Accounts | 130 | 5.1% | 4.0% | 2.4% |
| Avg Account Size | $1M | +14.8% | +15.2% | +11.2% |
| Employees | 3 | 25.0% | 0.0% | 0.0% |
| AUM / Employee | $44M | +45.2% | +10.6% | +8.5% |
Client AUM Segments | |||||
| Wealth AUM | $126M | +7.3% | +10.0% | +8.2% | |
| Institutional AUM | $6M | +64.5% | +27.9% | +17.5% | |
Client Count Segments | |||||
| HNW Clients | 96 | 2.0% | 5.0% | 4.0% | |
| Institutional | 1 | 0.0% | 0.0% | 0.0% | |
| Individuals | 33 | 13.2% | 1.0% | +3.3% | |