| As of Date | 10/05/2023 |
| Registration status | Terminated |
| ADV Location | NEWTON, MA, United States |
| Contact Info | 617 xxxxxxx |
| Websites |
| AUM* | 346,394,000 -13% |
| of that, discretionary | 346,394,000 -13% |
| Number of Employees | 3 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,862,333 -15% |
| % High Net Worth | 62.90% 8% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
No private funds