| Total AUM | $1.26B |
| Discretionary | $1.22B97% of AUM |
| Non-Discretionary | $40.9M |
| Client Accounts | 1,976 |
| Avg Account Size | $637K |
| Employees | 26 |
| Peak AUM | $1.26BMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.3B | +24.3% | +26.6% | +13.7% | |
| Discretionary AUM | |||||
| Total AUM | $1.26B |
| Discretionary | $1.22B |
| Employees | 26 |
| Client Accounts | 1976 |
| Client Range | More than 500 |
Address
230 THIRD AVENUE
WALTHAM MA 02451
Phone
781-541-5057
Filing History
55 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.2B
96.7% of AUM
Non-Discretionary
$41M
3.3% of AUM
Disc. mix ▲ 0.8pp vs 1 year ago
Custody
No related registrations reported
| +9.7% /yrover 14 yrs · 55 filings |
Total AUM
$1.3B
| $1.2B |
| +25.4% |
| +25.3% |
| +13.5% |
| Non-Disc. AUM | $41M | +0.2% | +188.7% | +23.9% |
| Total Accounts | 2k | +2.0% | +18.4% | +11.6% |
| Avg Account Size | $637,111.401 | +21.9% | +6.9% | +1.9% |
| Employees | 26 | 0.0% | +26.0% | +23.6% |
| AUM / Employee | $48M | +24.3% | +0.5% | 8.0% |
Client AUM Segments | |||||
| Wealth AUM | $1.3B | +24.1% | +26.5% | +13.7% | |
| Institutional AUM | $3M | +237.6% | +124.1% | +62.3% | |
Client Count Segments | |||||
| HNW Clients | 277 | +8.6% | +30.0% | +19.9% | |
| Individuals | 303 | +5.9% | +31.6% | +16.5% | |