| As of Date | 02/11/2026 |
| Registration | SEC, Approved, 06/30/2006 |
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| ADV Location | GLASTONBURY, CT, United States |
| Contact Info | 860 xxxxxxx |
| Websites |
| AUM* | 362,026,338 40% |
| of that, discretionary | 306,977,699 50% |
| Number of Employees | 6 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 525,437 41% |
| % High Net Worth | 68.18% 2% |
| 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
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name ROLLERI & SHEPPARD CPAS, LLP | Filing Date08/21/2025 | Form ADV-E View Report |
| Accounting Firm Name ROLLERI & SHEPPARD CPAS, LLP | Filing Date09/17/2024 | Form ADV-E View Report |
| Accounting Firm Name ROLLERI & SHEPPARD CPAS, LLP | Filing Date09/06/2023 | Form ADV-E View Report |