Zurich | Guaynabo, PR | Dripping Springs, TX | |
|---|---|---|---|
| Assets under management | $837.6M | $880.6M | $881.9M |
| Asset growth, last 2 years | +74% | +59% | +39% |
| Advisory staff | 15 | 6 | 5 |
| Individual clients | 252 | 423 | 131 |
| Assets per client | $3.3M | $2.1M | $6.7M |
| Clients per advisor | 17 | 71 | 26 |
| Main custodian | Bank Vontobel Ag | Schwab | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2017 | 2019 |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | – | 6 | 5 |
From each firm's latest Form ADV (Mar 2026, Feb 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.