Overview

Assets Under Management: $3.1 billion
Headquarters: PORTSMOUTH, NH
High-Net-Worth Clients: 92
Average Client Assets: $34 million

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection

Clients

Number of High-Net-Worth Clients: 92
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.89
Average High-Net-Worth Client Assets: $34 million
Total Client Accounts: 1,858
Discretionary Accounts: 1,241
Non-Discretionary Accounts: 617

Regulatory Filings

CRD Number: 288300
Last Filing Date: 2024-05-23 00:00:00
Website: https://www.linkedin.com/company/2358042/