| Registration status | Terminated |
| As of Date | 02/28/2025 |
| ADV Location | QUINCY, MA, United States |
| Adviser Type - Large advisory firm | |
| Number of Employees | 7 |
| of those in investment advisory functions | 4 |
| AUM* | 95,097,000 5% |
| of that, discretionary | 95,097,000 5% |
| Private Fund GAV* | 0 |
| Avg Account Size | 5,593,941 -1% |
| % High Net Worth | 70.59% 3% |
| SMA’s | Yes |
| Private Funds | 0 1 |
| Contact Info | (61 xxxxxxx |
| Websites |
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Portfolio management for businesses
- A percentage of assets under your management