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Adviser Profile

As of Date 03/28/2026
Registration New Jersey, Approved, 08/26/2024
Other registrations (12)
ADV Location BOSTON, MA, United States
Contact Info (85 xxxxxxx
Websites
AUM* 98,567,087 17%
of that, discretionary 98,567,023 17%
Number of Employees 3 50%
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 286,532 -5%
% High Net Worth 38.52% 7%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

104M 89M 74M 59M 44M 30M 15M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name TUKA TECHNOLOGIES Filing Date06/14/2024 Form ADV-E View Report

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