| Total AUM | $673.0M |
| Discretionary | $624.8M93% of AUM |
| Non-Discretionary | $48.3M |
| Client Accounts | 3,067 |
| Avg Account Size | $219K |
| Employees | 12 |
| Peak AUM | $673.0MMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $673M | +12.2% | +15.2% | +8.7% | |
| Discretionary AUM | |||||
| Total AUM | $673.0M |
| Discretionary | $624.8M |
| Employees | 12 |
| Client Accounts | 3067 |
| Client Range | 1-10 |
Address
79 MAIN STREET
SOUTH MERIDEN CT 06451-5118
Phone
203-935-0265
Filing History
44 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$625M
92.8% of AUM
Non-Discretionary
$48M
7.2% of AUM
Disc. mix ▼ 0.0pp vs 1 year ago
No related registrations reported
| +12.2% /yrover 25 yrs · 44 filings |
Total AUM
$673M
| $625M |
| +12.1% |
| +15.1% |
| +7.5% |
| Non-Disc. AUM | $48M | +12.9% | +15.6% | +43.0% |
| Total Accounts | 3k | +42.5% | +7.4% | +4.0% |
| Avg Account Size | $219,436.475 | 21.3% | +7.3% | +4.6% |
| Employees | 12 | +9.1% | +6.3% | +5.8% |
| AUM / Employee | $56M | +2.8% | +8.4% | +2.8% |
Client AUM Segments | |||||
| Wealth AUM | $611M | +12.1% | +15.2% | +9.1% | |
| Institutional AUM | $62M | +12.3% | +14.5% | +5.3% | |
Client Count Segments | |||||
| HNW Clients | 1k | +4.8% | +4.3% | +1.1% | |
| Institutional | 26 | +23.8% | +11.0% | +18.4% | |
| Individuals | 173 | 1.7% | 1.3% | 0.0% | |