Newton, MA | Thousand Oaks, CA | ||
|---|---|---|---|
| Assets under management | $10.8M | $11.4M | $11.4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 9 | 18 | 122 |
| Assets per client | $1.2M | $632K | $93K |
| Clients per advisor | 9 | 18 | 122 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2022 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 1 | 1 | – |
From each firm's latest Form ADV (Mar 2026, Jul 2026, Apr 2022). 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.