| As of Date | 03/09/2026 |
| Registration | SEC, Approved, 09/06/2024 |
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| ADV Location | NORWELL, MA, United States |
| Contact Info | (78 xxxxxxx |
| Websites |
| AUM* | 152,876,009 20% |
| of that, discretionary | 136,420,928 17% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 479,235 2% |
| % High Net Worth | 42.17% 15% |
| 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
- Fixed fees (other than subscription fees)
No private funds