New York, NY | Bedford Hills, NY | Flagstaff, AZ | |
|---|---|---|---|
| Assets under management | $51M | $53.9M | $53.6M |
| Asset growth, last 2 years | −2% | +37% | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 8 | 13 | 124 |
| Assets per client | $6.4M | $4.1M | $432K |
| Clients per advisor | 8 | 13 | 62 |
| Main custodian | UBS | Schwab | – |
| Filing with the SEC since | 2017 | 2019 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Mar 2026, Oct 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.