| As of Date | 09/25/2025 |
| Registration | SEC, Approved, 06/13/1983 |
| ADV Location | LINCOLN, MA, United States |
| Contact Info | 781 xxxxxxx |
| AUM* | 3,089,429,330 -32% |
| of that, discretionary | 3,089,429,330 -35% |
| Number of Employees | 13 30% |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,089,429,330 -35% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- Selection of other advisers
- A percentage of assets under your management
No private funds