Adviser Profile
| As of Date | 07/13/2026 |
| Registration | SEC, Approved, 10/21/2024 |
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| Former registrations | |
| ADV Location | NEEDHAM, MA, United States |
| Contact Info | 617 xxxxxxx |
| Websites |
| AUM* | 127,853,636 20% |
| of that, discretionary | 127,853,636 20% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 454,995 -73% |
| % High Net Worth | 62.90% 34% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
128M
110M
91M
73M
55M
37M
18M
2024
2025
2026
Private Funds
No private funds