| As of Date | 01/09/2026 |
| Registration | SEC, Approved, 02/13/2024 |
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| Contact Info | 617 xxxxxxx |
| Websites |
| AUM* | 187,283,095 49% |
| of that, discretionary | 187,283,095 49% |
| Number of Employees | 3 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,891,748 37% |
| % High Net Worth | 74.75% 13% |
| 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
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds