Jackson, MI | Troy, MI | New York, NY | |
|---|---|---|---|
| Assets under management | $916.4M | $968.7M | $964.2M |
| Asset growth, last 2 years | +40% | – | +7% |
| Advisory staff | 4 | 12 | 4 |
| Individual clients | 368 | 957 | 178 |
| Assets per client | $2.5M | $1M | $5.4M |
| Clients per advisor | 92 | 80 | 45 |
| Main custodian | Schwab | Fidelity | Tocqueville Securities L.p. |
| Filing with the SEC since | 2012 or earlier | 2024 | 2012 or earlier |
| Tools in their stack | – | 7 | – |
| People on Advicer.bio | 4 | 9 | – |
From each firm's latest Form ADV (Jun 2026, Jul 2026, May 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.