Old San Juan, PR | Weinfelden | ||
|---|---|---|---|
| Assets under management | $29M | $30.4M | $27.5M |
| Asset growth, last 2 years | −63% | – | +15% |
| Advisory staff | 2 | 1 | 3 |
| Individual clients | 56 | 26 | 37 |
| Assets per client | $518K | $1.2M | $743K |
| Clients per advisor | 28 | 26 | 12 |
| Main custodian | – | – | Interactive Brokers |
| Filing with the SEC since | 2012 or earlier | 2026 | 2016 |
| Tools in their stack | 1 | – | 1 |
| People on Advicer.bio | 2 | 1 | 3 |
From each firm's latest Form ADV (Apr 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.