| As of Date | 09/03/2026 |
| Registration | SEC, Approved, 03/25/2022 |
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| ADV Location | FRAMINGHAM, MA, United States |
| Contact Info | 888 xxxxxxx |
| Websites |
| AUM* | 142,173,011 17% |
| of that, discretionary | 142,173,011 17% |
| Number of Employees | 5 67% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 402,756 18% |
| % High Net Worth | 32.61% 12% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds