Scottsdale, AZ | Palm Beach Gardens, FL | ||
|---|---|---|---|
| Assets under management | $76.2M | $80M | $80M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 58 | 14 | 255 |
| Assets per client | $1.3M | $5.7M | $314K |
| Clients per advisor | 58 | 14 | 128 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 1 | 1 | 2 |
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.