| As of Date | 03/16/2026 |
| Registration | SEC, Approved, 02/14/2003 |
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| ADV Location | HOLLIS, NH, United States |
| Contact Info | 603 xxxxxxx |
| Websites |
| AUM* | 443,616,831 26% |
| of that, discretionary | 443,616,831 26% |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 -25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,381,984 -56% |
| % High Net Worth | 77.57% 21% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds