| As of Date | 03/03/2026 |
| Registration | SEC, Approved, 03/19/2018 |
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| ADV Location | DANVERS, MA, United States |
| Contact Info | 781 xxxxxxx |
| Websites |
| AUM* | 305,528,265 32% |
| of that, discretionary | 305,528,265 32% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 705,608 25% |
| % High Net Worth | 50.54% -13% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds