RIA Intel›Advisers›Massachusetts›STACIE SKRYZ

STACIE SKRYZ

Advisory

NORTH ATTLEBORO, MA

Data as of Mar 12, 2026 · Source: SEC Form ADV

Rank in MA

#1,013

of 1,590 advisers by AUM

Average account

$286K

across 330 accounts

AUM per adviser

$94M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 12, 2026.

Total AUM

$94M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$94M

Discretionary AUM$0

Non-Discretionary AUM$94M

Discretionary %0%

Total Clients125

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InMA, RI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

125 clients

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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