Westfield, NJ | Princeton, NJ | Traverse City, MI | |
|---|---|---|---|
| Assets under management | $308.2M | $324.3M | $292.6M |
| Asset growth, last 2 years | +27% | +16% | +54% |
| Advisory staff | 3 | 3 | 4 |
| Individual clients | 45 | 48 | 436 |
| Assets per client | $6.8M | $6.8M | $671K |
| Clients per advisor | 15 | 16 | 109 |
| Main custodian | Fidelity | Schwab | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2013 | 2019 |
| Tools in their stack | – | 2 | – |
| People on Advicer.bio | 2 | 3 | 4 |
From each firm's latest Form ADV (Mar 2026, Jun 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.