Overview
Assets Under Management: $173 million
Headquarters: CAMBRIDGE, MA
High-Net-Worth Clients: 53
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 53
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.07
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 54
Discretionary Accounts: 54
Regulatory Filings
CRD Number: 121355
Last Filing Date: 2024-03-22 00:00:00