Traverse City, MI | Simsbury, CT | ||
|---|---|---|---|
| Assets under management | $92.6M | $97.2M | $97.2M |
| Asset growth, last 2 years | +76% | +45% | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 64 | 68 | 165 |
| Assets per client | $1.4M | $1.4M | $589K |
| Clients per advisor | 64 | 68 | 165 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2026 |
| Tools in their stack | – | 2 | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Mar 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.