| As of Date | 03/03/2026 |
| Registration | SEC, Approved, 11/13/1986 |
| ADV Location | NORWICH, VT, United States |
| Contact Info | 802 xxxxxxx |
| Websites |
| AUM* | 571,222,836 12% |
| of that, discretionary | 571,222,836 12% |
| Number of Employees | 9 13% |
| of those in investment advisory functions | 8 167% |
| Private Fund GAV* | 0 |
| Avg Account Size | 856,406 16% |
| % High Net Worth | 60.31% -3% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Educational seminars/workshops
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds