Westport, CT | |||
|---|---|---|---|
| Assets under management | $43M | $45.2M | $40.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 3 | 1 | 2 |
| Individual clients | 90 | 60 | 62 |
| Assets per client | $478K | $753K | $658K |
| Clients per advisor | 30 | 60 | 31 |
| Main custodian | Schwab | – | – |
| Filing with the SEC since | 2024 | 2026 | 2026 |
| Tools in their stack | 1 | 1 | – |
| People on Advicer.bio | 3 | 1 | 2 |
From each firm's latest Form ADV (Mar 2026, Feb 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.