Rochester, NY | |||
|---|---|---|---|
| Assets under management | $23M | $24.1M | $21.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 24 | 5 | 79 |
| Assets per client | $958K | $4.8M | $276K |
| Clients per advisor | 24 | 5 | 79 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 5 | – | 1 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Jun 2026, 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.