| As of Date | 01/22/2026 |
| Registration | SEC, Approved, 12/03/2018 |
| Contact Info | 603 xxxxxxx |
| AUM* | 117,512,767 -24% |
| of that, discretionary | 117,512,767 -24% |
| Number of Employees | 1 -50% |
| of those in investment advisory functions | 1 -50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 8,393,769 62% |
| % High Net Worth | 85.71% 17% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
No private funds