| As of Date | 06/08/2026 |
| Registration | SEC, Approved, 02/04/2026 |
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| ADV Location | PLYMOUTH, MA, United States |
| Contact Info | 508 xxxxxxx |
| AUM* | 491,523,354 |
| of that, discretionary | 465,850,457 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 7,561,898 |
| % High Net Worth | 43.75% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Hourly charges
No private funds