Valley Stream, NY | New York, NY | Grand Rapids, MI | |
|---|---|---|---|
| Assets under management | $84.2M | $88.5M | $88.5M |
| Asset growth, last 2 years | +12% | +35% | +113% |
| Advisory staff | 2 | 2 | 1 |
| Individual clients | 16 | 55 | 191 |
| Assets per client | $5.3M | $1.6M | $463K |
| Clients per advisor | 8 | 28 | 191 |
| Main custodian | Pershing | Schwab | Schwab |
| Filing with the SEC since | 2020 | 2022 | 2019 |
| Tools in their stack | – | 1 | 1 |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (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.