Scottsdale, AZ | |||
|---|---|---|---|
| Assets under management | $160K | $170K | $150K |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 0 | 1 | 2 |
| Assets per client | – | $170K | $75K |
| Clients per advisor | – | 1 | 1 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2025 | 2024 |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Mar 2026, Jun 2025, Mar 2024). 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.