Farmington Hills, MI | Melville, NY | ||
|---|---|---|---|
| Assets under management | $15M | $15.7M | $15.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 62 | 16 | 28 |
| Assets per client | $242K | $984K | $562K |
| Clients per advisor | 62 | 16 | 14 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 2 | 1 |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Feb 2026, Jan 2026, Sep 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.