Adviser Profile

As of Date 01/07/2024
Registration status Terminated
ADV Location BOSTON, MA, United States
Contact Info 617 xxxxxxx
Websites
AUM* 349,891 -36%
of that, discretionary 349,891 -36%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 23,326 -5%
SMA’s Yes
Private Funds 0

Adviser Type

- Internet adviser

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

643K 551K 459K 367K 276K 184K 92K
2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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