Salt Lake City, UT | Ramsey, NJ | Pepper Pike, OH | |
|---|---|---|---|
| Assets under management | $240.7M | $252.8M | $252.8M |
| Asset growth, last 2 years | +5% | +28% | +31% |
| Advisory staff | 2 | 5 | 2 |
| Individual clients | 322 | 337 | 171 |
| Assets per client | $747K | $750K | $1.5M |
| Clients per advisor | 161 | 67 | 86 |
| Main custodian | Fidelity | Schwab | Schwab |
| Filing with the SEC since | 2015 | 2012 or earlier | 2021 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 2 | 5 | 2 |
From each firm's latest Form ADV (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.