Adviser Profile
| As of Date | 03/30/2021 |
| Registration status | Terminated |
| ADV Location | TEWKSBURY, MA, United States |
| Websites |
| AUM* | 321,789,138 |
| of that, discretionary | 316,373,729 |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 381,719 |
| % High Net Worth | 52.47% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
316M
271M
226M
181M
136M
90M
45M
2015
2016
2017
2018
2019
2020
2021
Private Funds
No private funds