Adviser Profile
| As of Date | 03/17/2026 |
| Registration | South Carolina, Approved, 01/05/2021 |
|
|
|
| ADV Location | NEW GLOUCESTER, ME, United States |
| Contact Info | 207 xxxxxxx |
| Websites |
| AUM* | 104,687,963 40% |
| of that, discretionary | 104,581,196 39% |
| Number of Employees | 5 |
| of those in investment advisory functions | 2 -33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 268,431 32% |
| % High Net Worth | 15.82% 74% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
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