| As of Date | 03/06/2026 |
| Registration | SEC, Approved, 06/01/2015 |
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| ADV Location | BOSTON, MA, United States |
| Contact Info | 781 xxxxxxx |
| Websites |
| AUM* | 272,789,211 25% |
| of that, discretionary | 183,208,364 49% |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 -33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,091,157 16% |
| % High Net Worth | 65.00% -8% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)