TOTAL MANAGED ASSETS AS OF:
Current:  $245,749,822
12/31/2007:  $211,606,115
12/31/2006:  $196,192,235
12/31/2005:  $172,000,000
12/31/2004:  $169,000,000
12/31/2003:  $142,000,000
12/31/2002:  $118,000,000
IN BUSINESS SINCE:  1972
NUMBER OF EMPLOYEES:  9
AVERAGE EMPLOYEE TENURE:  8 years
MIN. ACCOUNT:  $250,000
Local (NYC, LI)
$500,000 - Non-local
GEOGRAPHIC COVERAGE:
 NY, NJ CT, PA, USVI, FL, AZ, NC