Adviser Profile
| As of Date | 03/02/2026 |
| Registration | SEC, Approved, 04/18/2024 |
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| Former registrations | |
| ADV Location | PORTSMOUTH, NH, United States |
| Contact Info | 603 xxxxxxx |
| Websites |
| AUM* | 182,195,722 49% |
| of that, discretionary | 182,195,722 49% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,339,674 30% |
| % High Net Worth | 60.34% 16% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Insurance companies
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
182M
156M
130M
104M
78M
52M
26M
2024
2025
2026
Private Funds
No private funds