Firm Statistics as of 06/30/2018

AUM & AUA

  • Assets Under Management and Advisement: $822 million
  • Relationships: 250+
  • Registration: SEC
  • Asset Allocation: Stocks, Bonds, ETFs
  • Headquarters: Stamford, CT
  • Client Type Breakdown:
    • Individuals & Families
    • Institutions & Advisors
    • Trusts
 

Clients Served