| Total AUM | $158.1M |
| Discretionary | $90.3M57% of AUM |
| Non-Discretionary | $67.8M |
| Client Accounts | 167 |
| Avg Account Size | $947K |
| Employees | 3 |
| Peak AUM | $635.0MApr 2007 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $158M | 12.6% | 15.6% | 13.8% | |
| Discretionary AUM | |||||
| Total AUM | $158.1M |
| Discretionary | $90.3M |
| Employees | 3 |
| Client Accounts | 167 |
Address
360 ROUTE 101, SUITE 6
BEDFORD NH 03110
Phone
603-471-9909
Filing History
31 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$90M
57.1% of AUM
Non-Discretionary
$68M
42.9% of AUM
Disc. mix ▲ 7.9pp vs 1 year ago
Custody
Total AUM
$158M
| $90M |
| +1.5% |
| 22.2% |
| 17.2% |
| Non-Disc. AUM | $68M | 26.2% | 1.6% | 7.4% |
| Total Accounts | 167 | 11.6% | 17.6% | 11.0% |
| Avg Account Size | $946,966.102 | 1.0% | +2.5% | 3.1% |
| Employees | 3 | 25.0% | 20.6% | 15.6% |
| AUM / Employee | $53M | +16.6% | +6.3% | +2.1% |
Client AUM Segments | |||||
| Wealth AUM | $148M | 9.1% | 1.0% | 0.1% | |
| Institutional AUM | $7M | +10.8% | +28.9% | +15.4% | |
| Fund / Pooled AUM | $3M | 74.1% | 69.7% | 56.0% | |
Client Count Segments | |||||
| Pooled / Fund | 2 | 33.3% | 43.3% | 33.2% | |
| Individuals | 25 | +25.0% | 5.9% | 0.8% | |