Mount Union, PA | Cheshire, CT | ||
|---|---|---|---|
| Assets under management | $130.1M | $136.7M | $136.8M |
| Asset growth, last 2 years | −30% | – | +25% |
| Advisory staff | 1 | 7 | 2 |
| Individual clients | 30 | 370 | 97 |
| Assets per client | $4.3M | $369K | $1.4M |
| Clients per advisor | 30 | 53 | 49 |
| Main custodian | Banco Santander Suisse | Schwab | Schwab |
| Filing with the SEC since | 2012 or earlier | 2024 | 2021 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | 7 | 2 |
From each firm's latest Form ADV (Mar 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.