| Total AUM | $676.3M |
| Discretionary | $589.6M87% of AUM |
| Non-Discretionary | $86.7M |
| Client Accounts | 439 |
| Avg Account Size | $1.5M |
| Employees | 8 |
| Peak AUM | $676.3MMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $676M | +19.9% | +14.5% | +11.9% | |
| Discretionary AUM | |||||
| Total AUM | $676.3M |
| Discretionary | $589.6M |
| Employees | 8 |
| Client Accounts | 439 |
| Client Range | 0 |
Address
10 TALCOTT NOTCH ROAD
FARMINGTON CT 06032
Phone
860-284-6880
Filing History
48 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$590M
87.2% of AUM
Non-Discretionary
$87M
12.8% of AUM
Disc. mix ▲ 6.7pp vs 1 year ago
Custody
| +13.7% /yrover 18 yrs · 48 filings |
Total AUM
$676M
| $590M |
| +29.9% |
| +18.7% |
| +13.5% |
| Non-Disc. AUM | $87M | 21.5% | 4.0% | +3.5% |
| Total Accounts | 439 | 6.0% | 17.5% | +0.9% |
| Avg Account Size | $2M | +27.5% | +38.8% | +10.9% |
| Employees | 8 | 0.0% | +4.6% | +14.9% |
| AUM / Employee | $85M | +19.9% | +9.5% | 2.6% |
Client AUM Segments | |||||
| Wealth AUM | $146M | +12.9% | +29.2% | +41.6% | |
| Institutional AUM | $530M | +21.9% | +11.4% | +8.1% | |
Client Count Segments | |||||
| HNW Clients | 216 | +7.5% | +3.5% | +19.9% | |
| Institutional | 188 | 3.6% | +1.6% | +5.8% | |
| Individuals | 35 | 50.7% | 5.1% | — | |