| Total AUM | $386.0M |
| Discretionary | $386.0M100% of AUM |
| Client Accounts | 2,828 |
| Avg Account Size | $136K |
| Employees | 18 |
| Peak AUM | $386.0MMar 2026 |
| AUM CAGR | +14.8% /yrover 6 yrs · 47 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $386M | +48.6% | +22.0% | +28.8% | |
| Discretionary AUM | |||||
| Total AUM | $386.0M |
| Discretionary | $386.0M |
| Employees | 18 |
| Client Accounts | 2828 |
| Client Range | 0 |
Address
61 MAPLE AVENUE
CANTON CT 06019
Phone
678-202-4066
Filing History
47 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$386M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$386M
| $386M |
| +48.6% |
| +22.0% |
| +28.8% |
| Total Accounts | 3k | +9.7% | +33.9% | +35.9% |
| Avg Account Size | $136,494.267 | +35.5% | 8.9% | 5.2% |
| Employees | 18 | 18.2% | +18.4% | +2.4% |
| AUM / Employee | $21M | +81.6% | +3.1% | +25.8% |
Client AUM Segments | |||||
| Wealth AUM | $369M | +49.3% | +20.1% | +27.6% | |
| Institutional AUM | $17M | +35.3% | — | — | |
Client Count Segments | |||||
| HNW Clients | 3k | +9.0% | +30.5% | +33.9% | |
| Institutional | 152 | +12.6% | — | — | |
| Individuals | 52 | +40.5% | — | — | |