| As of Date | 01/12/2026 |
| Registration | SEC, Approved, 02/06/2018 |
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| ADV Location | ACTON, MA, United States |
| Contact Info | 978 xxxxxxx |
| Websites |
| AUM* | 199,211,839 9% |
| of that, discretionary | 0 |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 579,104 13% |
| % High Net Worth | 67.92% -7% |
| 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
- Selection of other advisers
- Fixed fees (other than subscription fees)
No private funds