Highlands Ranch, CO | Doylestown, PA | ||
|---|---|---|---|
| Assets under management | $58.4M | $61.3M | $61.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 3 | 4 |
| Individual clients | 85 | 81 | 112 |
| Assets per client | $687K | $757K | $547K |
| Clients per advisor | 85 | 27 | 28 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | 3 | 5 |
From each firm's latest Form ADV (Feb 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.