Fairfield, CT | Palm Beach Gardens, FL | Walpole, MA | |
|---|---|---|---|
| Assets under management | $47.7M | $50.1M | $50.1M |
| Asset growth, last 2 years | +51% | – | – |
| Advisory staff | 3 | 4 | 3 |
| Individual clients | 54 | 20 | 107 |
| Assets per client | $883K | $2.5M | $468K |
| Clients per advisor | 18 | 5 | 36 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2012 or earlier | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 3 | 4 | 3 |
From each firm's latest Form ADV (Jun 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.