| As of Date | 07/23/2026 |
| Registration | SEC, Approved, 08/01/1994 |
| ADV Location | BOSTON, MA, United States |
| Contact Info | 617 xxxxxxx |
| Websites |
| AUM* | 12,835,550,894 -1% |
| of that, discretionary | 12,801,202,678 0% |
| Number of Employees | 109 6% |
| of those in investment advisory functions | 13 |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,897,829 2% |
| % High Net Worth | 97.66% 0% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- 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 RSM US LLP | Filing Date01/29/2026 | Form ADV-E View Report |
| Accounting Firm Name RSM US LLP | Filing Date10/25/2024 | Form ADV-E View Report |
| Accounting Firm Name RSM US | Filing Date12/21/2023 | Form ADV-E View Report |
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$1,004,983,923 | % Position10.00% | $ Change693093.00% | # Change615254.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$686,620,987 | % Position7.00% | $ Change1217918.00% | # Change1210892.00% |
| Stck Ticker57636Q104 | Stock NameMASTERCARD INC | $ Position$705,588,757 | % Position7.00% | $ Change1219692.00% | # Change1184220.00% |
| Stck Ticker023135106 | Stock NameAMAZON.COM | $ Position$534,344,118 | % Position5.00% | $ Change0.00% | # Change0.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$418,060,260 | % Position4.00% | $ Change12.00% | # Change1.00% |
| Stck Ticker863667101 | Stock NameSTRYKER CORP | $ Position$362,407,566 | % Position4.00% | $ Change-7.00% | # Change1.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA CORP | $ Position$379,563,222 | % Position4.00% | $ Change11.00% | # Change5.00% |
| Stck TickerN6596X109 | Stock NameNXP SEMICONDUCTORS | $ Position$265,954,849 | % Position3.00% | $ Change657147.00% | # Change477858.00% |
| Stck Ticker872540109 | Stock NameTJX COMPANIES INC | $ Position$309,780,936 | % Position3.00% | $ Change412150.00% | # Change439633.00% |
| Stck Ticker235851102 | Stock NameDANAHER CORP SHS BEN INT | $ Position$318,260,440 | % Position3.00% | $ Change803020.00% | # Change799343.00% |