Adviser Profile
| As of Date | 03/25/2026 |
| Registration | SEC, Approved, 04/14/2025 |
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| Former registrations | |
| ADV Location | FITCHBURG, MA, United States |
| Contact Info | 978 xxxxxxx |
| AUM* | 123,450,001 16% |
| of that, discretionary | 123,450,001 16% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 404,754 25% |
| % High Net Worth | 28.57% 13% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
123M
106M
88M
71M
53M
35M
18M
2025
2026
Private Funds
No private funds