| Total AUM | $254.0M |
| Discretionary | $252.6M99% of AUM |
| Non-Discretionary | $1.4M |
| Client Accounts | 324 |
| Avg Account Size | $784K |
| Employees | 6 |
| Peak AUM | $254.0MFeb 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $254M | +0.9% | +11.1% | +11.4% | |
| Discretionary AUM | |||||
| Total AUM | $254.0M |
| Discretionary | $252.6M |
| Employees | 6 |
| Client Accounts | 324 |
| Client Range | 1-10 |
Address
77 HEMPSTEAD AVE
LYNBROOK NY 11563-1637
Phone
516-593-5070
Filing History
40 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$253M
99.4% of AUM
Non-Discretionary
$1M
0.6% of AUM
Disc. mix ▲ 0.1pp vs 1 year ago
| +12.4% /yrover 18 yrs · 40 filings |
Total AUM
$254M
| $253M |
| +0.9% |
| +11.1% |
| +11.4% |
| Non-Disc. AUM | $1M | 9.3% | +15.4% | +10.6% |
| Total Accounts | 324 | +2.2% | 27.3% | 16.4% |
| Avg Account Size | $784,016.148 | 1.3% | +53.0% | +33.3% |
| Employees | 6 | 25.0% | 0.0% | +3.8% |
| AUM / Employee | $42M | +34.5% | +11.1% | +7.4% |
Client AUM Segments | |||||
| Wealth AUM | $251M | +0.9% | +11.1% | +11.5% | |
| Institutional AUM | $3M | 1.7% | +11.4% | +5.8% | |
Client Count Segments | |||||
| HNW Clients | 246 | +5.6% | 1.3% | +2.7% | |
| Institutional | 1 | 0.0% | 0.0% | 0.0% | |
| Individuals | 77 | 7.2% | +9.9% | +11.1% | |