| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 06/05/2014 |
| ADV Location | HARTFORD, CT, United States |
| Contact Info | 860 xxxxxxx |
| Websites |
| AUM* | 572,024,783 18% |
| of that, discretionary | 572,024,783 18% |
| Number of Employees | 8 |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 0 |
| Avg Account Size | 63,558,309 -61% |
| SMA’s | Yes |
| Private Funds | 0 |
- Insurance companies
- Corporations or other businesses not listed above
- Portfolio management for businesses
- A percentage of assets under your management
No private funds