Adviser Profile
| As of Date | 05/01/2026 |
| Registration | SEC, Approved, 02/28/2025 |
|
|
|
| Former registrations | |
| ADV Location | HANOVER, NH, United States |
| Contact Info | 603 xxxxxxx |
| Websites |
| AUM* | 124,093,289 9% |
| of that, discretionary | 124,093,289 9% |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 611,297 8% |
| % High Net Worth | 40.00% 3% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
124M
106M
89M
71M
53M
35M
18M
2025
2026
Private Funds
No private funds