Adviser Profile
| As of Date | 09/01/2026 |
| Registration | SEC, Approved, 12/04/2025 |
|
|
|
| Former registrations | |
| ADV Location | FRAMINGHAM, MA, United States |
| Contact Info | 617 xxxxxxx |
| Websites |
| AUM* | 113,558,122 |
| of that, discretionary | 113,558,122 |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,195,349 |
| % High Net Worth | 40.00% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
114M
97M
81M
65M
49M
32M
16M
2025
2026
Private Funds
No private funds