| As of Date | 08/03/2026 |
| Registration | SEC, Approved, 04/07/2014 |
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| ADV Location | BEDFORD, NH, United States |
| Contact Info | 603 xxxxxxx |
| Websites |
| AUM* | 403,185,072 44% |
| of that, discretionary | 403,185,072 47% |
| Number of Employees | 6 20% |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 500,230 12% |
| % High Net Worth | 38.61% -14% |
| 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
- Fixed fees (other than subscription fees)
No private funds