Overview
Assets Under Management: $227 million
Headquarters: TOPSFIELD, MA
High-Net-Worth Clients: 13
Average Client Assets: $16 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 13
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.07
Average High-Net-Worth Client Assets: $16 million
Total Client Accounts: 15
Discretionary Accounts: 15
Regulatory Filings
CRD Number: 107457
Last Filing Date: 2025-02-20 00:00:00