Portland, OR | Orland Park, IL | Chandler, AZ | |
|---|---|---|---|
| Assets under management | $91.3M | $96M | $86.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 177 | 110 | 91 |
| Assets per client | $516K | $873K | $953K |
| Clients per advisor | 177 | 110 | 91 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | 4 | 3 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Aug 2026, Jan 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.