Allen Park, MI | Red Bank, NJ | ||
|---|---|---|---|
| Assets under management | $72M | $75.7M | $75.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 2 |
| Individual clients | 121 | 90 | 71 |
| Assets per client | $595K | $841K | $1.1M |
| Clients per advisor | 121 | 45 | 36 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | 4 | 1 |
| People on Advicer.bio | 2 | 3 | 1 |
From each firm's latest Form ADV (Mar 2026, Apr 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.