New York, NY | Hialeah, FL | Morrow, OH | |
|---|---|---|---|
| Assets under management | $80K | $85K | $76K |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 1 | 9 | – |
| Assets per client | $80K | $9K | – |
| Clients per advisor | 1 | 9 | – |
| Main custodian | – | – | – |
| Filing with the SEC since | 2025 | 2022 | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | – | 1 |
From each firm's latest Form ADV (Mar 2025, Nov 2022, 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.