Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.
Darien, CT | |||
|---|---|---|---|
| Assets under management | $12.3M | $13M | $13M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 3 |
| Individual clients | 16 | 42 | 6 |
| Assets per client | $771K | $308K | $2.2M |
| Clients per advisor | 16 | 42 | 2 |
| Main custodian | – | – | Pershing |
| Filing with the SEC since | 2026 | 2026 | 2022 |
| Tools in their stack | – | 6 | 2 |
| People on Advicer.bio | 1 | 1 | – |
From each firm's latest Form ADV (Sep 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.
0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.
Custodians on Form ADV: Creativevest Inc: none listed · Imagine Financial Services: none listed · Private Capital Asset Management LLC: Pershing