| As of Date | 09/25/2026 |
| Registration | SEC, Approved, 01/27/2016 |
| ADV Location | DEDHAM, MA, United States |
| Contact Info | 617 xxxxxxx |
| Websites |
| AUM* | 666,352,130 20% |
| of that, discretionary | 666,352,130 20% |
| Number of Employees | 16 -6% |
| of those in investment advisory functions | 16 23% |
| Private Fund GAV* | 0 |
| Avg Account Size | 265,373 37% |
| % High Net Worth | 17.77% 42% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds