Guaynabo, PR | Eden Prairie, MN | ||
|---|---|---|---|
| Assets under management | $40.5M | $42.5M | $38.4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 6 | 1 | 1 |
| Individual clients | 390 | 42 | 33 |
| Assets per client | $104K | $1M | $1.2M |
| Clients per advisor | 65 | 42 | 33 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | – | 4 |
| People on Advicer.bio | 6 | 1 | 1 |
From each firm's latest Form ADV (Jul 2026, 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.