Oak Park, IL | Chicago, IL | Salt Lake City, UT | |
|---|---|---|---|
| Assets under management | $1.3M | $1.4M | $1.4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 3 |
| Individual clients | 14 | 7 | 6 |
| Assets per client | $95K | $202K | $232K |
| Clients per advisor | 14 | 7 | 2 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2023 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | 1 | 8 |
From each firm's latest Form ADV (Mar 2023, Jul 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.