| As of Date | 01/02/2025 |
| Registration status | Terminated |
| ADV Location | BELMONT, MA, United States |
| Contact Info | 888 xxxxxxx |
| Websites |
| AUM* | 25,471,220 23% |
| of that, discretionary | 25,471,220 23% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 125,474 157% |
| % High Net Worth | 15.28% -8% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds