| As of Date | 03/26/2026 |
| Registration | SEC, Approved, 03/01/1996 |
| ADV Location | FRAMINGHAM, MA, United States |
| Contact Info | 781 xxxxxxx |
| Websites |
| AUM* | 3,203,784,558 -12% |
| of that, discretionary | 0 |
| Number of Employees | 11 -15% |
| of those in investment advisory functions | 4 -20% |
| Private Fund GAV* | 0 |
| Avg Account Size | 44,497,008 -4% |
| % High Net Worth | 29.17% 8% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Banking or thrift institutions
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Publication of periodicals or newsletters
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds