Princeton, NJ | Portland, OR | ||
|---|---|---|---|
| Assets under management | $80.4M | $84.4M | $84.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 2 | 4 |
| Individual clients | 200 | 58 | 131 |
| Assets per client | $402K | $1.5M | $645K |
| Clients per advisor | 100 | 29 | 33 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 1 | 1 |
| People on Advicer.bio | 2 | 1 | 4 |
From each firm's latest Form ADV (Mar 2026, Jan 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.