| As of Date | 12/19/2025 |
| Registration | SEC, Approved, 03/12/2015 |
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| ADV Location | FRANKLIN, NH, United States |
| Contact Info | 603 xxxxxxx |
| Websites |
| AUM* | 463,792,334 33% |
| of that, discretionary | 433,909,274 31% |
| Number of Employees | 11 10% |
| of those in investment advisory functions | 7 |
| Private Fund GAV* | 0 |
| Avg Account Size | 151,319 12% |
| % High Net Worth | 1.40% 13% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- State or municipal government entities
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Hourly charges
No private funds