Osterville, MA | Park City, UT | ||
|---|---|---|---|
| Assets under management | $56.1M | $59M | $59M |
| Asset growth, last 2 years | +117% | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 31 | 44 | 29 |
| Assets per client | $1.8M | $1.3M | $2M |
| Clients per advisor | 31 | 44 | 29 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2012 or earlier | 2026 | 2026 |
| Tools in their stack | – | 6 | 3 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (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.