Sunrise, FL | Boca Raton, FL | Lancaster, PA | |
|---|---|---|---|
| Assets under management | $62.2M | $65.8M | $65.4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 3 |
| Individual clients | 187 | – | 518 |
| Assets per client | $333K | – | $126K |
| Clients per advisor | 94 | – | 173 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 2 | 1 | 3 |
From each firm's latest Form ADV (Mar 2026, Jul 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.