Adviser Profile
| As of Date | 02/17/2026 |
| Registration | New Hampshire, Approved, 04/02/2015 |
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| Contact Info | (97 xxxxxxx |
| Websites |
| AUM* | 97,951,636 11% |
| of that, discretionary | 97,951,636 11% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 342,488 15% |
| % High Net Worth | 54.93% 8% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Other
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds