Palm Beach Gardens, FL | |||
|---|---|---|---|
| Assets under management | $20M | $21M | $21M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 3 | 1 | 1 |
| Individual clients | 68 | 48 | 67 |
| Assets per client | $294K | $438K | $313K |
| Clients per advisor | 23 | 48 | 67 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Apr 2026, May 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.