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Adviser Profile
| As of Date | 07/30/2025 |
| Registration status | Registration Changed to GOLDENX COMPANY |
| ADV Location | WINCHESTER, MA, United States |
| Contact Info | 781 xxxxxxx |
| Websites |
| AUM* | 482,936,979 87% |
| of that, discretionary | 482,936,979 87% |
| Number of Employees | 9 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 4,878,151 -72% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Other investment advisers
Advisory Activities
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds