| Total AUM | $361.0M |
| Discretionary | $361.0M100% of AUM |
| Client Accounts | 579 |
| Avg Account Size | $623K |
| Employees | 4 |
| Peak AUM | $361.0MFeb 2026 |
| AUM CAGR | +15.3% /yrover 17 yrs · 38 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $361M | +9.8% | +9.8% | +9.2% | |
| Discretionary AUM | |||||
| Total AUM | $361.0M |
| Discretionary | $361.0M |
| Employees | 4 |
| Client Accounts | 579 |
| Client Range | 0 |
Address
10 NEW ENGLAND BUSINESS CENTER DRIVE
ANDOVER MA 01810
Phone
978-475-3325
Filing History
38 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$361M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$361M
| $361M |
| +9.8% |
| +9.8% |
| +9.2% |
| Total Accounts | 579 | +6.8% | +7.7% | +10.2% |
| Avg Account Size | $623,408.563 | +2.8% | +1.9% | 0.9% |
| Employees | 4 | 20.0% | 7.2% | 4.4% |
| AUM / Employee | $90M | +37.3% | +18.3% | +14.2% |
Client AUM Segments | |||||
| Wealth AUM | $335M | +12.5% | +10.9% | +11.3% | |
| Institutional AUM | $25M | 16.4% | 1.4% | 7.0% | |
Client Count Segments | |||||
| HNW Clients | 108 | 18.8% | 1.5% | +6.8% | |
| Institutional | 15 | +7.1% | +2.3% | 0.0% | |
| Individuals | 93 | +36.8% | +14.5% | +11.3% | |