| As of Date | 03/24/2026 |
| Registration | SEC, Approved, 04/28/1987 |
| Contact Info | 978 xxxxxxx |
| AUM* | 323,553,465 6% |
| of that, discretionary | 0 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 40,444,183 33% |
| SMA’s | Yes |
| Private Funds | 0 |
- Charitable organizations
- Other investment advisers
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds