Adviser Profile

As of Date 03/26/2026
Registration status Terminated
ADV Location PORTSMOUTH, NH, United States
Contact Info (60 xxxxxxx
Websites
AUM* 281,568,741 13%
of that, discretionary 281,568,741 13%
Number of Employees 2 -33%
of those in investment advisory functions 2 -33%
Private Fund GAV* 0
Avg Account Size 767,217 11%
% High Net Worth 41.29% -2%
SMA’s Yes
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
- Corporations or other businesses not listed above

Advisory Activities

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

Compensation Arrangments

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

Reported AUM

282M 241M 201M 161M 121M 80M 40M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary