| As of Date | 06/29/2025 |
| Registration status | Terminated |
| ADV Location | MIDDLETOWN, RI, United States |
| Contact Info | 401 xxxxxxx |
| Websites |
| AUM* | 1,148,079,000 11% |
| of that, discretionary | 1,144,183,000 11% |
| Number of Employees | 19 |
| of those in investment advisory functions | 12 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,059,113 10% |
| % High Net Worth | 2.48% 16% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds