| As of Date | 08/09/2023 |
| Registration status | Terminated |
| ADV Location | CAMBRIDGE, MA, United States |
| Contact Info | 617 xxxxxxx |
| AUM* | 120,145,000 2% |
| of that, discretionary | 120,145,000 2% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,503,021 10% |
| % High Net Worth | 79.17% 0% |
| 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
- A percentage of assets under your management
- Hourly charges
No private funds