| Total AUM | $2.8M |
| Discretionary | $2.8M100% of AUM |
| Client Accounts | 180 |
| Avg Account Size | $16K |
| Employees | 21 |
| Peak AUM | $3.1MMar 2022 |
| AUM CAGR | +96.9% /yrover 13 yrs · 31 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $3M | +32.4% | +0.4% | +15.3% | |
| Discretionary AUM | $3M | ||||
| Total AUM | $2.8M |
| Discretionary | $2.8M |
| Employees | 21 |
| Client Accounts | 180 |
| Client Range | 0 |
Address
22 PARSONAGE STREET
PROVIDENCE RI 02903
Phone
212.203.7790
Filing History
31 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$3M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
Total AUM
$3M
| +32.4% |
| +0.4% |
| +15.3% |
| Total Accounts | 180 | +16.9% | +21.6% | +40.4% |
| Avg Account Size | $15,696.744 | +13.3% | 17.4% | 17.9% |
| Employees | 21 | 0.0% | 13.1% | 4.2% |
| AUM / Employee | $134,543.524 | +32.4% | +15.6% | +20.4% |
Client AUM Segments | |||||
| Wealth AUM | $2M | +371.5% | +404.4% | +7.6% | |
| Other AUM | $827,150 | 51.6% | 33.2% | — | |
Client Count Segments | |||||
| HNW Clients | 139 | +75.9% | +259.1% | +19.5% | |