Adviser Profile
| As of Date | 06/01/2026 |
| Registration | SEC, Approved, 03/26/2026 |
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| Former registrations | |
| ADV Location | S BURLINGTON, VT, United States |
| Contact Info | 802 xxxxxxx |
| Websites |
| AUM* | 106,498,446 |
| of that, discretionary | 93,117,386 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 185,861 |
| % High Net Worth | 7.47% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
93M
80M
67M
53M
40M
27M
13M
2026
Private Funds
No private funds