Milaca, MN | West Palm Beach, FL | Hoover, AL | |
|---|---|---|---|
| Assets under management | $16.2M | $17M | $15.4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 85 | 12 | 55 |
| Assets per client | $191K | $1.4M | $280K |
| Clients per advisor | 85 | 12 | 55 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 5 | – | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Aug 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.