| As of Date | 08/27/2026 |
| Registration | SEC, Approved, 08/03/2020 |
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| ADV Location | CANTON, CT, United States |
| Contact Info | 678 xxxxxxx |
| Websites |
| AUM* | 386,005,788 81% |
| of that, discretionary | 386,005,788 81% |
| Number of Employees | 18 -18% |
| of those in investment advisory functions | 10 -23% |
| Private Fund GAV* | 0 |
| Avg Account Size | 136,494 32% |
| % High Net Worth | 1.84% 100% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
No private funds