| As of Date | 01/14/2026 |
| Registration | SEC, Approved, 10/27/2017 |
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| Contact Info | 978 xxxxxxx |
| Websites |
| AUM* | 370,977,170 40% |
| of that, discretionary | 368,244,881 48% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 544,754 32% |
| % High Net Worth | 78.95% 27% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
No private funds