| Total AUM | $172.0M |
| Discretionary | $172.0M100% of AUM |
| Client Accounts | 116 |
| Avg Account Size | $1.5M |
| Employees | 5 |
| Peak AUM | $413.0MJul 2000 |
| AUM CAGR | -3.4% /yrover 26 yrs · 48 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $172M | +16.0% | +9.0% | +8.6% | |
| Discretionary AUM | |||||
| Total AUM | $172.0M |
| Discretionary | $172.0M |
| Employees | 5 |
| Client Accounts | 116 |
Address
4 MAIN STREET
ORLEANS MA 02653
Phone
508-255-1651
Filing History
48 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$172M
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
$172M
| $172M |
| +16.0% |
| +9.0% |
| +8.6% |
| Total Accounts | 116 | 0.0% | 1.1% | +0.5% |
| Avg Account Size | $1M | +16.0% | +10.3% | +8.1% |
| Employees | 5 | 0.0% | 0.0% | +6.1% |
| AUM / Employee | $34M | +16.0% | +9.0% | +2.3% |
Client AUM Segments | |||||
| Wealth AUM | $144M | +9.5% | +9.3% | +8.3% | |
| Institutional AUM | $28M | +66.6% | +7.8% | +11.2% | |
Client Count Segments | |||||
| HNW Clients | 40 | 4.8% | +0.8% | 0.0% | |
| Individuals | 29 | +7.4% | 1.1% | +0.9% | |