| As of Date | 09/15/2026 |
| Registration | SEC, Approved, 04/01/2025 |
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| ADV Location | MADISON, CT, United States |
| Contact Info | 203 xxxxxxx |
| Websites |
| AUM* | 458,494,742 |
| of that, discretionary | 458,494,742 100% |
| Number of Employees | 20 18% |
| of those in investment advisory functions | 7 40% |
| Private Fund GAV* | 0 |
| Avg Account Size | 344,215 |
| % High Net Worth | 43.36% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds