Cambridge, MA | Centralia, IL | ||
|---|---|---|---|
| Assets under management | $800K | $846K | $846K |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | – | 6 | 8 |
| Assets per client | – | $141K | $106K |
| Clients per advisor | – | 6 | 4 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2020 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | – | 1 | 1 |
From each firm's latest Form ADV (Mar 2020, Mar 2026, Apr 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.