Pembroke Pines, FL | Winter Park, FL | ||
|---|---|---|---|
| Assets under management | $8.1M | $8.5M | $7.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 14 | 62 | 8 |
| Assets per client | $580K | $138K | $964K |
| Clients per advisor | 14 | 31 | 8 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2025 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | – | 2 | 1 |
From each firm's latest Form ADV (Apr 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.