|
⚲
|
| Keyboard |
| Higley James W
✚
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|
|---|---|
| CRD # | 118961 |
| SEC # | 801-46920 |
| CIK # | |
| AUM | 179.5 M (2026-03-31) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 973-539-2855 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 50 | 179.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 50 | 179.5 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 50 | 179.5 |
| Total | 50 | 179.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 179.5 | |
| Total | 50 | 179.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 50 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Martin Fleisher JD PC
✚
|
180.1 M | |
|
Flack Ember Louise
✚
|
180.0 M | |
|
T2 Asset Management LLC
✚
|
IL | 180.0 M |
|
Golden Bay Advisors LLC
✚
|
179.8 M | |
|
RCW Management LLC
✚
|
FL | 179.6 M |
|
The Private Investment Group Inc
✚
|
OH | 179.3 M |
|
Timmons Wealth Management LLC
✚
|
MA | 179.2 M |
|
Dolan Capital Advisors LLC
✚
|
NC | 179.1 M |
|
O'Connor Wealth Management Inc
✚
|
CA | 179.1 M |
|
Eltringham Wealth Partners LLC
✚
|
OH | 179.0 M |