| As of Date | 01/30/2026 |
| Registration | SEC, Approved, 06/03/2025 |
|
|
|
| ADV Location | FRAMINGHAM, MA, United States |
| Contact Info | 313 xxxxxxx |
| Websites |
| AUM* | 83,085 |
| of that, discretionary | 83,085 100% |
| Number of Employees | 3 200% |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 401 |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds