Salida, CO | Madison, WI | ||
|---|---|---|---|
| Assets under management | $111.2M | $116.9M | $116.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 4 | 1 | 6 |
| Individual clients | 197 | 526 | 320 |
| Assets per client | $565K | $222K | $365K |
| Clients per advisor | 49 | 526 | 53 |
| Main custodian | – | LPL Financial | – |
| Filing with the SEC since | 2024 | 2024 | 2026 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 4 | 1 | 5 |
From each firm's latest Form ADV (Jul 2024, Jan 2026, Jul 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.