| As of Date | 07/17/2026 |
| Registration | SEC, Approved, 10/17/2024 |
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| ADV Location | KEENE, NH, United States |
| Contact Info | 603 xxxxxxx |
| Websites |
| AUM* | 264,688,531 20% |
| of that, discretionary | 264,688,531 20% |
| Number of Employees | 2 -33% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 405,964 -4% |
| % High Net Worth | 34.90% 48% |
| 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
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds