| As of Date | 07/17/2026 |
| Registration | SEC, Approved, 06/26/2025 |
|
|
|
| ADV Location | BRAINTREE, MA, United States |
| Contact Info | 781 xxxxxxx |
| Websites |
| AUM* | 587,928,017 14% |
| of that, discretionary | 546,979,166 14% |
| Number of Employees | 14 |
| of those in investment advisory functions | 9 13% |
| Private Fund GAV* | 0 |
| Avg Account Size | 592,073 -5% |
| % High Net Worth | 49.59% 17% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Other investment advisers
- 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
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds