Adviser Profile
| As of Date | 08/06/2026 |
| Registration status | Terminated |
| Contact Info | 603 xxxxxxx |
| AUM* | 19,721,058 |
| of that, discretionary | 19,721,058 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 636,163 |
| % High Net Worth | 17.39% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
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
- Market timing services
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds