Ankeny, IA | Bozeman, MT | ||
|---|---|---|---|
| Assets under management | $102.4M | $107.6M | $107.6M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 3 | 2 | 3 |
| Individual clients | 149 | 152 | 191 |
| Assets per client | $687K | $708K | $563K |
| Clients per advisor | 50 | 76 | 64 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 5 | 1 | 4 |
| People on Advicer.bio | 3 | 2 | 3 |
From each firm's latest Form ADV (Jan 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.