Adviser Profile
| As of Date | 06/11/2026 |
| Registration | SEC, Approved, 11/08/2024 |
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| Former registrations | |
| ADV Location | BEVERLY, MA, United States |
| Contact Info | 781 xxxxxxx |
| Websites |
| AUM* | 337,266,388 228% |
| of that, discretionary | 337,266,388 229% |
| Number of Employees | 6 200% |
| of those in investment advisory functions | 4 300% |
| Private Fund GAV* | 0 |
| Avg Account Size | 780,709 22% |
| % High Net Worth | 49.64% -3% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
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
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
337M
289M
241M
193M
145M
96M
48M
2024
2025
2026
Private Funds
No private funds
Employees
Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker46641Q837 | Stock NameJ P MORGAN EXCHANGE TRADED F | $ Position$14,324,711 | % Position6.00% | $ Change0.00% | # Change0.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$8,487,467 | % Position4.00% | $ Change10.00% | # Change-3.00% |
| Stck Ticker084670702 | Stock NameBERKSHIRE HATHAWAY INC DEL | $ Position$7,383,505 | % Position3.00% | $ Change-1.00% | # Change-5.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$6,030,002 | % Position3.00% | $ Change14.00% | # Change0.00% |
| Stck Ticker46137V357 | Stock NameINVESCO EXCHANGE TRADED FD T | $ Position$7,823,127 | % Position3.00% | $ Change17.00% | # Change5.00% |
| Stck Ticker464287507 | Stock NameISHARES TR | $ Position$6,578,567 | % Position3.00% | $ Change13.00% | # Change-1.00% |
| Stck Ticker464287200 | Stock NameISHARES TR | $ Position$6,723,254 | % Position3.00% | $ Change15.00% | # Change0.00% |
| Stck Ticker46654Q724 | Stock NameJ P MORGAN EXCHANGE TRADED F | $ Position$6,367,455 | % Position3.00% | $ Change-19.00% | # Change-23.00% |
| Stck Ticker811707801 | Stock NameSEACOAST BKG CORP FLA | $ Position$7,429,280 | % Position3.00% | $ Change10.00% | # Change0.00% |
| Stck Ticker922908736 | Stock NameVANGUARD INDEX FDS | $ Position$6,277,022 | % Position3.00% | $ Change18.00% | # Change500.00% |