Overview
Assets Under Management: $6.3 billion
Headquarters: LINCOLN, MA
High-Net-Worth Clients: 59
Average Client Assets: $80 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.37
Average High-Net-Worth Client Assets: $80 million
Total Client Accounts: 469
Discretionary Accounts: 456
Non-Discretionary Accounts: 13
Regulatory Filings
CRD Number: 124062
Last Filing Date: 2025-02-10 00:00:00