| As of Date | 03/17/2026 |
| Registration | SEC, Approved, 01/02/2014 |
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| ADV Location | WESTBOROUGH, MA, United States |
| Contact Info | (50 xxxxxxx |
| Websites |
| AUM* | 447,975,000 53% |
| of that, discretionary | 419,685,000 55% |
| Number of Employees | 7 -13% |
| of those in investment advisory functions | 6 -14% |
| Private Fund GAV* | 0 |
| Avg Account Size | 136,912 32% |
| % High Net Worth | 15.95% 76% |
| 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
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds