New Cumberland, PA | Bangor, ME | ||
|---|---|---|---|
| Assets under management | $26.5M | $27.9M | $25.2M |
| Asset growth, last 2 years | – | – | +280% |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 135 | 44 | 62 |
| Assets per client | $197K | $634K | $407K |
| Clients per advisor | 135 | 44 | 62 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2012 or earlier |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 1 | – | 1 |
From each firm's latest Form ADV (Jul 2026, Apr 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.