Fountain Hills, AZ | |||
|---|---|---|---|
| Assets under management | $12.9M | $13.5M | $13.6M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 3 | 1 |
| Individual clients | 19 | 69 | 30 |
| Assets per client | $679K | $196K | $452K |
| Clients per advisor | 19 | 23 | 30 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2025 |
| Tools in their stack | 1 | 4 | – |
| People on Advicer.bio | 1 | 3 | 1 |
From each firm's latest Form ADV (Jan 2026, Jun 2026, Jul 2025). 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.