| As of Date | 02/16/2026 |
| Registration | SEC, Approved, 11/04/2013 |
| ADV Location | WALTHAM, MA, United States |
| Contact Info | 781 xxxxxxx |
| Websites |
| AUM* | 44,700,000 44% |
| of that, discretionary | 44,700,000 44% |
| Number of Employees | 22 29% |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 0 |
| Avg Account Size | 187,815 5% |
| % High Net Worth | 8.82% 108% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds