Adviser Profile

As of Date 06/26/2026
Registration SEC, Approved, 07/01/2021
ADV Location WOBURN, MA, United States
Contact Info 978 xxxxxxx
Websites
AUM* 134,863,176 8%
of that, discretionary 115,159,697 18%
Number of Employees 9 -10%
of those in investment advisory functions 8 -11%
Private Fund GAV* 0
Avg Account Size 272,451 6%
% High Net Worth 9.17% 3%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

115M 99M 82M 66M 49M 33M 16M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary