{{ Info.Overview }}
Adviser Profile
| As of Date | 03/05/2026 |
| Registration | SEC, Approved, 06/27/2025 |
|
|
|
| Former registrations | |
| ADV Location | NORTH READING, MA, United States |
| Contact Info | 978 xxxxxxx |
| Websites |
| AUM* | 466,159,954 356% |
| of that, discretionary | 466,159,954 356% |
| Number of Employees | 11 10% |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 794,140 -65% |
| % High Net Worth | 59.52% -40% |
| 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
- Pension consulting services
- Publication of periodicals or newsletters
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
466M
400M
333M
266M
200M
133M
67M
2025
2026
Private Funds
No private funds
Employees
Top Holdings
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker464287671 | Stock NameISHARES TR | $ Position$27,738,842 | % Position10.00% | $ Change14.00% | # Change-6.00% |
| Stck Ticker464287663 | Stock NameISHARES TR | $ Position$22,885,480 | % Position8.00% | $ Change1.00% | # Change-6.00% |
| Stck Ticker72201R585 | Stock NamePIMCO ETF TR | $ Position$19,780,447 | % Position7.00% | $ Change-5.00% | # Change-6.00% |
| Stck Ticker72201R569 | Stock NamePIMCO ETF TR | $ Position$13,340,739 | % Position5.00% | $ Change-7.00% | # Change-6.00% |
| Stck Ticker46435G326 | Stock NameISHARES TR | $ Position$13,489,446 | % Position5.00% | $ Change5.00% | # Change-1.00% |
| Stck Ticker464287507 | Stock NameISHARES TR | $ Position$13,133,326 | % Position5.00% | $ Change7.00% | # Change-7.00% |
| Stck Ticker922908629 | Stock NameVANGUARD INDEX FDS | $ Position$9,384,458 | % Position3.00% | $ Change6.00% | # Change277.00% |
| Stck Ticker81369Y803 | Stock NameSELECT SECTOR SPDR TR | $ Position$8,779,557 | % Position3.00% | $ Change28.00% | # Change-10.00% |
| Stck Ticker464287804 | Stock NameISHARES TR | $ Position$9,046,189 | % Position3.00% | $ Change13.00% | # Change-5.00% |
| Stck Ticker14020Y201 | Stock NameCAPITAL GRP FIXED INCM ETF T | $ Position$8,675,045 | % Position3.00% | $ Change-10.00% | # Change-11.00% |