| As of Date | 09/04/2026 |
| Registration | SEC, Approved, 11/19/2025 |
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| ADV Location | FRAMINGHAM, MA, United States |
| Contact Info | 508 xxxxxxx |
| Websites |
| AUM* | 729,447,855 |
| of that, discretionary | 622,842,785 |
| Number of Employees | 11 |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,870,379 |
| % High Net Worth | 48.17% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- 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