| As of Date | 05/21/2026 |
| Registration | SEC, Approved, 05/26/2015 |
| ADV Location | BAR HARBOR, ME, United States |
| Contact Info | 207 xxxxxxx |
| Websites |
| AUM* | 466,919,598 36% |
| of that, discretionary | 466,919,598 36% |
| Number of Employees | 12 20% |
| of those in investment advisory functions | 11 10% |
| Private Fund GAV* | 0 |
| Avg Account Size | 372,344 57% |
| % High Net Worth | 18.74% 215% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- 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