Adviser Profile
| As of Date | 03/16/2026 |
| Registration | Massachusetts, Approved, 02/27/2009 |
| ADV Location | NORTH ANDOVER, MA, United States |
| Contact Info | 978 xxxxxxx |
| Websites |
| AUM* | 25,671,919 55% |
| of that, discretionary | 25,671,919 55% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 309,300 -57% |
| % High Net Worth | 40.00% 2% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds