Adviser Profile
| As of Date | 08/14/2026 |
| Registration | SEC, Approved, 02/04/2025 |
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| Former registrations | |
| ADV Location | BELMONT, MA, United States |
| Contact Info | 617 xxxxxxx |
| Websites |
| AUM* | 127,239,098 17% |
| of that, discretionary | 97,245,609 21% |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 363,540 6% |
| % High Net Worth | 52.17% 8% |
| 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
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
97M
83M
69M
56M
42M
28M
14M
2025
2026
Private Funds
No private funds