| As of Date | 03/28/2026 |
| Registration | New Jersey, Approved, 08/26/2024 |
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| ADV Location | BOSTON, MA, United States |
| Contact Info | (85 xxxxxxx |
| Websites |
| AUM* | 98,567,087 17% |
| of that, discretionary | 98,567,023 17% |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 286,532 -5% |
| % High Net Worth | 38.52% 7% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name TUKA TECHNOLOGIES | Filing Date06/14/2024 | Form ADV-E View Report |