Overview

Headquarters
New York, NY
Total Firm Assets
$1.2 billion
Average High-Net-Worth Client Portfolio Size
$2.9 million

Recent Rankings

Forbes 2025: 216

View complete rankings

Compare fees: lowest-fee advisors in New York for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
86.50%
Number of High-Net-Worth Clients
368
Total Client Accounts
3,504
Discretionary Accounts
3,399
Non-Discretionary Accounts
105

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
310448

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions