Adviser Profile
| As of Date | 03/17/2026 |
| Registration | SEC, Approved, 06/06/2024 |
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| Former registrations | |
| ADV Location | YARMOUTH, ME, United States |
| Contact Info | 207 xxxxxxx |
| Websites |
| AUM* | 153,697,129 26% |
| of that, discretionary | 150,533,400 45% |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 948,748 18% |
| % High Net Worth | 77.97% 7% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- 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
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
151M
129M
108M
86M
65M
43M
22M
2024
2025
2026
Private Funds
No private funds