| As of Date | 07/21/2026 |
| Registration | SEC, Approved, 08/12/2024 |
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| ADV Location | PORTSMOUTH, NH, United States |
| Contact Info | 207 xxxxxxx |
| Websites |
| AUM* | 140,457,240 |
| of that, discretionary | 124,363,724 100% |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 559,591 |
| % High Net Worth | 30.69% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds