New York, NY | Windsor, CT | ||
|---|---|---|---|
| Assets under management | $15.7M | $16.5M | $16.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 51 | 75 | 21 |
| Assets per client | $308K | $220K | $786K |
| Clients per advisor | 51 | 38 | 21 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 6 | – | 1 |
| People on Advicer.bio | 2 | 2 | 1 |
From each firm's latest Form ADV (Feb 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.