| As of Date | 03/24/2026 |
| ADV Location | EAST WEYMOUTH, MA, United States |
| Adviser Type | |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 3 50% |
| Registration | Connecticut, Approved, 01/07/2025 |
|
|
|
| AUM* | 95,145,038 25% |
| of that, discretionary | 93,244,812 24% |
| Private Fund GAV* | 0 |
| Avg Account Size | 303,978 -37% |
| % High Net Worth | 12.50% 10% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 781 xxxxxxx |
| Websites |
- 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
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
No private funds