Adviser Profile
| As of Date | 03/18/2026 |
| Registration | SEC, Approved, 04/03/2026 |
|
|
|
| Former registrations | |
| Contact Info | 617 xxxxxxx |
| Websites |
| AUM* | 111,043,500 |
| of that, discretionary | 111,043,500 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 925,363 |
| % High Net Worth | 93.10% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
111M
95M
79M
63M
48M
32M
16M
2026
Private Funds
No private funds