| As of Date | 03/05/2026 |
| Registration | SEC, Approved, 04/16/2009 |
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| ADV Location | NEEDHAM, MA, United States |
| Contact Info | 781 xxxxxxx |
| Websites |
| AUM* | 210,790,661 41% |
| of that, discretionary | 207,417,622 39% |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,609,089 30% |
| % High Net Worth | 53.44% 39% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$6,758,697 | % Position6.00% | $ Change13.00% | # Change-1.00% |
| Stck Ticker92206C409 | Stock NameVANGUARD SCOTTSDALE FDS | $ Position$5,593,111 | % Position5.00% | $ Change2.00% | # Change2.00% |
| Stck Ticker47103U845 | Stock NameJANUS DETROIT STR TR | $ Position$5,351,940 | % Position5.00% | $ Change6.00% | # Change6.00% |
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$4,657,932 | % Position4.00% | $ Change24.00% | # Change0.00% |
| Stck Ticker808524763 | Stock NameSCHWAB STRATEGIC TR | $ Position$4,063,019 | % Position4.00% | $ Change19.00% | # Change1.00% |
| Stck Ticker47103U852 | Stock NameJANUS DETROIT STR TR | $ Position$2,883,454 | % Position3.00% | $ Change30.00% | # Change31.00% |
| Stck Ticker24703L202 | Stock NameDELL TECHNOLOGIES INC | $ Position$2,985,272 | % Position3.00% | $ Change135.00% | # Change-11.00% |
| Stck Ticker464287663 | Stock NameISHARES TR | $ Position$1,683,533 | % Position2.00% | $ Change-4.00% | # Change-11.00% |
| Stck Ticker46436E718 | Stock NameISHARES TR | $ Position$1,956,723 | % Position2.00% | $ Change7.00% | # Change7.00% |
| Stck Ticker808524755 | Stock NameSCHWAB STRATEGIC TR | $ Position$2,795,383 | % Position2.00% | $ Change9.00% | # Change1.00% |