New York, NY | Lockport, NY | ||
|---|---|---|---|
| Assets under management | $5.5M | $5.8M | $5.8M |
| Asset growth, last 2 years | +35% | −78% | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 21 | 45 | 6 |
| Assets per client | $261K | $129K | $959K |
| Clients per advisor | 21 | 45 | 6 |
| Main custodian | Folio | – | – |
| Filing with the SEC since | 2020 | 2012 or earlier | 2026 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Sep 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.