Westport, CT | Uncasville, CT | Boca Raton, FL | |
|---|---|---|---|
| Assets under management | $13.4M | $14.1M | $12.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 18 | 117 | 26 |
| Assets per client | $745K | $120K | $489K |
| Clients per advisor | 18 | 59 | 26 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 5 | 3 | 1 |
| People on Advicer.bio | 1 | 2 | 1 |
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.