| As of Date | 03/16/2026 |
| Registration | SEC, Approved, 02/21/1986 |
| ADV Location | BEVERLY, MA, United States |
| Contact Info | 978 xxxxxxx |
| Websites |
| AUM* | 730,158,575 14% |
| of that, discretionary | 646,241,231 15% |
| Number of Employees | 11 |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,329,979 10% |
| % High Net Worth | 15.67% 0% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name WOLF & COMPANY, P.C. | Filing Date08/13/2025 | Form ADV-E View Report |
| Accounting Firm Name WALTER & SHUFFAIN, P.C. | Filing Date10/23/2024 | Form ADV-E View Report |
| Accounting Firm Name WALTER & SHUFFAIN, P.C. | Filing Date05/12/2023 | Form ADV-E View Report |