Firm Statistics as of 09/30/2018

AUM & AUA

  • Assets Under Management and Advisement: $862 million

  • Relationships: 250+

  • Registration: SEC

  • Asset Allocation: Stocks, Bonds, ETFs

  • Headquarters: Stamford, CT

  • Client Type Breakdown:

    • Individuals & Families

    • Institutions & Advisors

    • Trusts

 

Clients Served