| As of Date | 03/11/2026 |
| Registration | SEC, Approved, 12/23/1998 |
| ADV Location | WARREN, RI, United States |
| Contact Info | 401 xxxxxxx |
| Websites |
| AUM* | 755,923,825 49% |
| of that, discretionary | 755,923,825 49% |
| Number of Employees | 4 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,097,132 48% |
| % High Net Worth | 58.43% 15% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds