Kailua, HI | Oscoda, MI | Melville, NY | |
|---|---|---|---|
| Assets under management | $252K | $266K | $235K |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 1 | 5 | 24 |
| Assets per client | $252K | $53K | $10K |
| Clients per advisor | 1 | 5 | 24 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2025 | 2026 | 2026 |
| Tools in their stack | – | 3 | – |
| People on Advicer.bio | – | 1 | 1 |
From each firm's latest Form ADV (Mar 2025, Mar 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.