Adviser Profile
| As of Date | 06/29/2026 |
| Registration | SEC, Approved, 09/13/2024 |
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| Former registrations | |
| ADV Location | BOSTON, MA, United States |
| Contact Info | (61 xxxxxxx |
| Websites |
| AUM* | 223,102,763 80% |
| of that, discretionary | 223,102,763 80% |
| Number of Employees | 7 75% |
| of those in investment advisory functions | 6 200% |
| Private Fund GAV* | 0 |
| Avg Account Size | 357,536 9% |
| % High Net Worth | 26.84% 100% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
223M
191M
159M
127M
96M
64M
32M
2024
2025
2026
Private Funds
No private funds