|
⚲
|
| Keyboard |
| Sempolinski William John
✚
|
|
|---|---|
| CRD # | 338120 |
| SEC # | 801-134388 |
| CIK # | |
| AUM | 292.0 M (2026-01-20) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 508-297-2033 |
| Address | 45 Bristol Drive Easton, MA 02375 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 195 | 72.0 |
| (b) Individuals (high net worth individuals) | 95 | 220.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 750 | 292.0 |
| By Discretionary | ||
| Discretionary | 750 | 292.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 750 | 292.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 292.0 | |
| Total | 750 | 292.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Enright Mollin Cascio & Ramusevic Inc
✚
|
NY | 293.5 M |
|
MFA Wealth Services
✚
|
CA | 293.1 M |
|
Long Island Wealth Management Inc
✚
|
NY | 291.7 M |
|
Dudley Capital Management LLC
✚
|
VA | 291.7 M |
|
TPG Advisors LLC
✚
|
IL | 291.5 M |
|
Avalon Advisory Group LLC
✚
|
PA | 290.3 M |
|
Full Financial Inc
✚
|
290.0 M | |
|
Legacy Wealth Management Group Inc
✚
|
VA | 289.8 M |
|
Pomona Wealth Management LLC
✚
|
289.8 M | |
|
Orser Capital Management LLC
✚
|
TX | 289.8 M |