Adviser Profile
| As of Date | 01/13/2026 |
| Registration | Massachusetts, Approved, 03/14/2005 |
| ADV Location | NEWTON, MA, United States |
| Contact Info | 617 xxxxxxx |
| Websites |
| AUM* | 113,000,000 38% |
| of that, discretionary | 0 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 354,232 42% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds