High Falls, NY | Westhampton, NY | Las Vegas, NV | |
|---|---|---|---|
| Assets under management | $7M | $7.4M | $6.6M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 30 | 4 | 35 |
| Assets per client | $233K | $1.9M | $189K |
| Clients per advisor | 30 | 4 | 35 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2020 | 2026 | 2026 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | – | 1 | 1 |
From each firm's latest Form ADV (Feb 2020, May 2026, Mar 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.