Appleton, WI | |||
|---|---|---|---|
| Assets under management | $17.3M | $18.1M | $18.1M |
| Asset growth, last 2 years | – | – | +15% |
| Advisory staff | 2 | 1 | 10 |
| Individual clients | 16 | 16 | 105 |
| Assets per client | $1.1M | $1.1M | $173K |
| Clients per advisor | 8 | 16 | 11 |
| Main custodian | – | – | Mtg, LLC |
| Filing with the SEC since | 2026 | 2026 | 2014 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 3 | 1 | 11 |
From each firm's latest Form ADV (Mar 2026, Jan 2026, Aug 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.