| Total AUM | $195.6M |
| Discretionary | $195.6M100% of AUM |
| Client Accounts | 180 |
| Avg Account Size | $1.1M |
| Employees | 4 |
| Peak AUM | $195.6MMar 2026 |
| AUM CAGR | +5.6% /yrover 25 yrs · 38 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $196M | +16.5% | +4.8% | +7.1% | |
| Discretionary AUM | $196M | ||||
| Total AUM | $195.6M |
| Discretionary | $195.6M |
| Employees | 4 |
| Client Accounts | 180 |
| Client Range | 0 |
Address
1945 CONGRESS STREET BUILDING A
PORTLAND ME 04102
Phone
207-775-1140
Filing History
38 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$196M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
Total AUM
$196M
| +16.5% |
| +4.8% |
| +7.1% |
| Total Accounts | 180 | +5.9% | +0.4% | 0.7% |
| Avg Account Size | $1M | +10.1% | +4.4% | +7.8% |
| Employees | 4 | +33.3% | +26.0% | +14.9% |
| AUM / Employee | $49M | 12.6% | 16.8% | 6.8% |
Client AUM Segments | |||||
| Wealth AUM | $190M | +16.7% | +4.7% | +7.2% | |
| Institutional AUM | $6M | +13.1% | +8.4% | +4.5% | |
Client Count Segments | |||||
| Institutional | 2 | 0.0% | 0.0% | 7.8% | |
| Individuals | 178 | +6.0% | +0.4% | 0.6% | |