Pittsford, NY | |||
|---|---|---|---|
| Assets under management | $81.4M | $85.5M | $77.3M |
| Asset growth, last 2 years | −5% | – | +46% |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 6 | 34 | 263 |
| Assets per client | $13.6M | $2.5M | $294K |
| Clients per advisor | 6 | 34 | 263 |
| Main custodian | – | – | Schwab |
| Filing with the SEC since | 2012 or earlier | 2026 | 2017 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | – | 1 | 1 |
From each firm's latest Form ADV (Apr 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.