Lancaster, PA | Greenwood Village, CO | ||
|---|---|---|---|
| Assets under management | $93.2M | $97.9M | $88.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 4 |
| Individual clients | 44 | 166 | 209 |
| Assets per client | $2.1M | $590K | $424K |
| Clients per advisor | 44 | 83 | 52 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | – | 2 |
| People on Advicer.bio | 1 | 2 | 4 |
From each firm's latest Form ADV (Mar 2026, Feb 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.