Brooklyn, NY | North Wales, PA | ||
|---|---|---|---|
| Assets under management | $153K | $162K | $143K |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 1 | 9 | 3 |
| Assets per client | $153K | $18K | $48K |
| Clients per advisor | 1 | 9 | 3 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2023 | 2026 | 2024 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Feb 2023, Mar 2026, May 2024). 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.