Cambridge, MA | Bedford, MA | Valencia, CA | |
|---|---|---|---|
| Assets under management | $2.6M | $2.8M | $2.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 0 | 1 | 1 |
| Individual clients | 8 | – | 17 |
| Assets per client | $330K | – | $164K |
| Clients per advisor | – | – | 17 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 3 | 1 | 1 |
From each firm's latest Form ADV (Aug 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.