Adviser Profile

As of Date 07/02/2026
Registration SEC, Approved, 05/30/2024
ADV Location PORTSMOUTH, NH, United States
Contact Info 207 xxxxxxx
Websites
AUM* 1,851,491,175 33%
of that, discretionary 0
Number of Employees 3 200%
of those in investment advisory functions 2 100%
Private Fund GAV* 0
Avg Account Size 1,851,491,175 33%
% High Net Worth 100.00%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

2B 2B 1B 1B 793M 529M 264M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary