| As of Date | 02/17/2026 |
| Registration | SEC, Approved, 11/06/2019 |
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| Contact Info | 978 xxxxxxx |
| Websites |
| AUM* | 261,856,990 34% |
| of that, discretionary | 261,673,458 75% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 318,174 43% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds