| As of Date | 04/23/2026 |
| Registration | SEC, Approved, 06/03/2025 |
| ADV Location | BEVERLY, MA, United States |
| Contact Info | 978 xxxxxxx |
| Websites |
| AUM* | 192,387,471 -7% |
| of that, discretionary | 190,745,082 -8% |
| Number of Employees | 6 20% |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,446,522 -17% |
| % High Net Worth | 53.33% 1% |
| 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
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
No private funds