| As of Date | 06/30/2026 |
| Registration | North Carolina, Approved, 09/16/2025 |
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| ADV Location | ALPHARETTA, GA, United States |
| Contact Info | 470 xxxxxxx |
| Websites |
| AUM* | 108,822,905 29% |
| of that, discretionary | 108,822,905 29% |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 372,681 28% |
| % High Net Worth | 36.92% -14% |
| SMA’s | No |
| 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
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name BRADY WARE & COMPANY | Filing Date12/22/2025 | Form ADV-E View Report |
| Accounting Firm Name ASSURANCE DIMENSIONS, LLC ALSO D/B/A MCNAMARA AND ASSOCIATES, LLC | Filing Date01/10/2025 | Form ADV-E View Report |
| Accounting Firm Name ASSURANCE DIMENSIONS ALSO D/B/A MCNAMARA AND ASSOCIATES, PLLC | Filing Date01/23/2024 | Form ADV-E View Report |