Gilbert, AZ | |||
|---|---|---|---|
| Assets under management | $19.2M | $20.2M | $18.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 3 | 2 |
| Individual clients | 26 | 40 | 69 |
| Assets per client | $738K | $504K | $264K |
| Clients per advisor | 26 | 13 | 35 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 3 |
| People on Advicer.bio | 2 | 3 | 2 |
From each firm's latest Form ADV (Mar 2026, Jan 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.