| As of Date | 03/26/2026 |
| Registration | SEC, Approved, 04/29/2022 |
|
|
|
| ADV Location | CAMBRIDGE, MA, United States |
| Contact Info | 617 xxxxxxx |
| AUM* | 216,807,051 26% |
| of that, discretionary | 216,807,051 26% |
| Number of Employees | 3 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 976,608 -69% |
| % High Net Worth | 100.00% 23% |
| SMA’s | No |
| Private Funds | 0 |
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds