| Total AUM | $200.1M |
| Discretionary | $200.1M100% of AUM |
| Client Accounts | 564 |
| Avg Account Size | $355K |
| Employees | 7 |
| Peak AUM | $210.8MMar 2022 |
Total AUM
$200M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $200M | +14.2% | +7.0% | 0.5% | |
| Discretionary AUM | |||||
| Total AUM | $200.1M |
| Discretionary | $200.1M |
| Employees | 7 |
| Client Accounts | 564 |
| Client Range | 101-250 |
Address
400 WASHINGTON STREET
BRAINTREE MA 02184
Phone
781-344-1023
Filing History
36 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$200M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $200M |
| +14.2% |
| +7.0% |
| +0.5% |
| Total Accounts | 564 | +3.7% | 4.0% | 2.0% |
| Avg Account Size | $354,741.204 | +10.1% | +11.5% | +1.6% |
| Employees | 7 | 0.0% | 8.3% | 2.7% |
| AUM / Employee | $29M | +14.2% | +16.7% | +2.2% |
Client AUM Segments | |||||
| Wealth AUM | $195M | +14.5% | +6.4% | +0.3% | |
| Institutional AUM | $5M | +4.7% | +53.0% | 17.7% | |
Client Count Segments | |||||
| HNW Clients | 174 | 0.0% | 5.9% | 1.9% | |
| Individuals | 57 | +3.6% | +1.2% | 1.7% | |