| Total AUM | $548.6M |
| Discretionary | $546.6M100% of AUM |
| Non-Discretionary | $2.0M |
| Client Accounts | 563 |
| Avg Account Size | $974K |
| Employees | 3 |
| Peak AUM | $548.6MFeb 2026 |
Total AUM
$549M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $549M | +44.1% | — | — | |
| Discretionary AUM | $547M | ||||
| Total AUM | $548.6M |
| Discretionary | $546.6M |
| Employees | 3 |
| Client Accounts | 563 |
| Client Range | 0 |
Address
132 CHIEF JUSTICE CUSHING HIGHWAY
COHASSET MA 02025
Phone
781-454-6641
Filing History
11 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$547M
99.6% of AUM
Non-Discretionary
$2M
0.4% of AUM
Disc. mix ▲ 0.7pp vs 1 year ago
Custody
No related registrations reported
| — |
| — |
| Non-Disc. AUM | $2M | 51.4% | — | — |
| Total Accounts | 563 | +20.6% | — | — |
| Avg Account Size | $974,425.913 | +19.5% | — | — |
| Employees | 3 | +50.0% | +29.3% | — |
| AUM / Employee | $183M | 3.9% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $464M | +22.0% | — | — | |
| Institutional AUM | $84M | — | — | — | — |
Client Count Segments | |||||
| HNW Clients | 34 | +54.5% | — | — | |
| Individuals | 79 | +33.9% | — | — | |