Holland, MI | Apex, NC | ||
|---|---|---|---|
| Assets under management | $79M | $83M | $83M |
| Asset growth, last 2 years | – | +113% | – |
| Advisory staff | 2 | 1 | 2 |
| Individual clients | 91 | 134 | 101 |
| Assets per client | $868K | $619K | $822K |
| Clients per advisor | 46 | 134 | 51 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2012 or earlier | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 3 | 3 | 2 |
From each firm's latest Form ADV (Mar 2026, Jan 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.