Hagatna | Clermont, FL | ||
|---|---|---|---|
| Assets under management | $22.5M | $23.6M | $21.4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 4 | 1 |
| Individual clients | 63 | 73 | 36 |
| Assets per client | $357K | $324K | $593K |
| Clients per advisor | 63 | 18 | 36 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | 1 | 2 |
| People on Advicer.bio | – | 5 | 1 |
From each firm's latest Form ADV (Jul 2026, Apr 2026, 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.