INDEPENDENT FINANCIAL ADVISORS
Investment Advice|Active
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$109.7M
Total AUM
| Category | Value |
|---|---|
| Non-Discretionary | 109.7M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 125758 |
| SEC Number | 801-66460 |
| Phone | 914-299-6447 |
| Total Employees | 2 |
Client Count by Type (31 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 23 |
| Individuals (other than H… | 7 |
| Charitable Organizations | 1 |
County data not available for this organization.