| Total AUM | $391.3M |
| Discretionary | $389.2M99% of AUM |
| Non-Discretionary | $2.2M |
| Client Accounts | 2,042 |
| Avg Account Size | $192K |
| Employees | 11 |
| Peak AUM | $391.3MMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $391M | +17.9% | +18.1% | +13.6% | |
| Discretionary AUM | |||||
| Total AUM | $391.3M |
| Discretionary | $389.2M |
| Employees | 11 |
| Client Accounts | 2042 |
| Client Range | 1-10 |
Address
1400 HOOPER AVE
TOMS RIVER NJ 08753
Phone
732-965-8190
Filing History
17 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$389M
99.4% of AUM
Non-Discretionary
$2M
0.6% of AUM
Disc. mix ▲ 0.2pp vs 1 year ago
| +16.6% /yrover 7 yrs · 17 filings |
Total AUM
$391M
| $389M |
| +18.2% |
| +18.5% |
| +13.5% |
| Non-Disc. AUM | $2M | 15.1% | 16.6% | — |
| Total Accounts | 2k | +21.7% | +7.5% | +20.8% |
| Avg Account Size | $191,639.032 | 3.1% | +9.9% | 6.0% |
| Employees | 11 | +10.0% | +3.2% | 1.7% |
| AUM / Employee | $36M | +7.2% | +14.4% | +15.6% |
Client AUM Segments | |||||
| Wealth AUM | $387M | +19.2% | +18.3% | +13.6% | |
| Institutional AUM | $4M | 40.3% | +4.6% | +15.4% | |
Client Count Segments | |||||
| HNW Clients | 908 | +5.7% | +0.1% | +5.0% | |
| Institutional | 6 | 14.3% | +6.3% | 3.0% | |
| Individuals | 203 | +18.0% | +36.4% | +21.7% | |