Adviser Profile
| As of Date | 03/10/2026 |
| Registration | SEC, Approved, 07/14/2025 |
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| Former registrations | |
| ADV Location | PEABODY, MA, United States |
| Contact Info | 978 xxxxxxx |
| Websites |
| AUM* | 165,206,151 26% |
| of that, discretionary | 165,206,151 26% |
| Number of Employees | 4 -20% |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 309,375 -21% |
| % High Net Worth | 10.94% 75% |
| 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
- Portfolio management for businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
165M
142M
118M
94M
71M
47M
24M
2025
2026
Private Funds
No private funds