| Total AUM | $124.1M |
| Discretionary | $124.1M100% of AUM |
| Client Accounts | 203 |
| Avg Account Size | $611K |
| Employees | 3 |
| Peak AUM | $124.1MJan 2026 |
Total AUM
$124M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $124M | +9.2% | — | — | |
| Discretionary AUM | $124M | ||||
| Total AUM | $124.1M |
| Discretionary | $124.1M |
| Employees | 3 |
| Client Accounts | 203 |
| Client Range | 51-100 |
Address
45 LYME ROAD
HANOVER NH 03755
Phone
603.643.8899
Filing History
25 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$124M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| — |
| — |
| Total Accounts | 203 | +1.5% | — | — |
| Avg Account Size | $611,296.99 | +7.5% | — | — |
| Employees | 3 | 0.0% | — | — |
| AUM / Employee | $41M | +9.2% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $123M | +9.2% | — | — | |
| Institutional AUM | $718,530 | +2.8% | — | — | |
Client Count Segments | |||||
| HNW Clients | 47 | 4.1% | — | — | |
| Institutional | 1 | 0.0% | — | — | |
| Individuals | 32 | 0.0% | — | — | |