| As of Date | 03/03/2026 |
| Registration | SEC, Approved, 04/02/2024 |
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| Former registrations | |
| ADV Location | GLASTONBURY, CT, United States |
| Contact Info | 860 xxxxxxx |
| Websites |
| AUM* | 156,427,502 46% |
| of that, discretionary | 156,427,502 46% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 336,403 12% |
| % High Net Worth | 63.48% 16% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
No private funds