Lambertville, MI | Fort Collins, CO | New Bedford, MA | |
|---|---|---|---|
| Assets under management | $21.6M | $22.7M | $20.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 184 | 64 | 103 |
| Assets per client | $118K | $355K | $199K |
| Clients per advisor | 184 | 64 | 52 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | 3 | 2 |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (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.