| As of Date | 03/12/2026 |
| Registration | SEC, Approved, 10/06/2017 |
| ADV Location | SOUTHBOROUGH, MA, United States |
| Contact Info | (97 xxxxxxx |
| Websites |
| AUM* | 372,095,310 31% |
| of that, discretionary | 372,095,310 31% |
| Number of Employees | 9 29% |
| of those in investment advisory functions | 6 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 300,319 -7% |
| % High Net Worth | 32.96% 24% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds