Adviser Profile
| As of Date | 09/21/2026 |
| Registration | SEC, Approved, 04/17/2025 |
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| Former registrations | |
| ADV Location | HOLDEN, MA, United States |
| Contact Info | 508 xxxxxxx |
| Websites |
| AUM* | 407,009,712 223% |
| of that, discretionary | 386,249,141 207% |
| Number of Employees | 3 200% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 959,929 141% |
| % High Net Worth | 20.00% 8% |
| 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
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
386M
331M
276M
221M
166M
110M
55M
2025
2026
Private Funds
No private funds