Adviser Profile

As of Date 12/19/2025
Registration SEC, Approved, 03/12/2015
Other registrations (3)
ADV Location FRANKLIN, NH, United States
Contact Info 603 xxxxxxx
Websites
AUM* 463,792,334 33%
of that, discretionary 433,909,274 31%
Number of Employees 11 10%
of those in investment advisory functions 7
Private Fund GAV* 0
Avg Account Size 151,319 12%
% High Net Worth 1.40% 13%
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
- State or municipal government entities
- Corporations or other businesses not listed above

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

434M 372M 310M 248M 186M 124M 62M
2015 2016 2017 2018 2019 2020 2021 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary