Adviser Profile
| As of Date | 05/01/2026 |
| Registration | SEC, Approved, 06/01/2026 |
|
|
|
| Former registrations | |
| ADV Location | NEWFIELDS, NH, United States |
| Contact Info | 603 xxxxxxx |
| Websites |
| AUM* | 132,117,391 |
| of that, discretionary | 130,714,537 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 532,731 |
| % High Net Worth | 51.25% |
| 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
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds