Council Bluffs, IA | Concord, CA | Rochester, NY | |
|---|---|---|---|
| Assets under management | $3.8M | $4M | $4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 2 |
| Individual clients | 27 | – | 20 |
| Assets per client | $141K | – | $200K |
| Clients per advisor | 27 | – | 10 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2019 |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 1 | 2 | – |
From each firm's latest Form ADV (Mar 2026, Jan 2019). 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.