| Total AUM | $105.3M |
| Discretionary | $105.3M100% of AUM |
| Client Accounts | 299 |
| Avg Account Size | $352K |
| Employees | 5 |
| Peak AUM | $105.3MMay 2026 |
Total AUM
$105M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $105M | — | — | — | — |
| Discretionary AUM | $105M | — | — | ||
| Total AUM | $105.3M |
| Discretionary | $105.3M |
| Employees | 5 |
| Client Accounts | 299 |
| Client Range | 0 |
Phone
(508) 980-0999
Filing History
4 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$105M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
— |
| Total Accounts | 299 | — | — | — | — |
| Avg Account Size | $352,242.933 | — | — | — | — |
| Employees | 5 | 0.0% | — | — | — |
| AUM / Employee | $21M | — | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $105M | — | — | — | — |
Client Count Segments | |||||
| HNW Clients | 87 | — | — | — | — |
| Individuals | 28 | — | — | — | — |