| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 01/02/2025 |
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| Contact Info | 781 xxxxxxx |
| Websites |
| AUM* | 72,646,995 |
| of that, discretionary | 72,646,995 100% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,023,197 |
| % High Net Worth | 41.94% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
No private funds