Adviser Profile

As of Date 02/07/2026
Registration SEC, Approved, 12/13/2022
ADV Location BOSTON, MA, United States
Contact Info 781 xxxxxxx
Websites
AUM* 450,000
of that, discretionary 450,000
Number of Employees 3
of those in investment advisory functions -100%
Private Fund GAV* 0
Avg Account Size 225,000
SMA’s No
Private Funds 0

Adviser Type

- Internet adviser

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

450K 386K 321K 257K 193K 129K 64K
2022 2023 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary