White Oak, PA | Monmouth Beach, NJ | ||
|---|---|---|---|
| Assets under management | $52M | $54.6M | $54.6M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 220 | 56 | 67 |
| Assets per client | $236K | $976K | $815K |
| Clients per advisor | 220 | 56 | 34 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2025 | 2026 | 2026 |
| Tools in their stack | – | 1 | 1 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Feb 2025, Feb 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.