Farmington, MI | |||
|---|---|---|---|
| Assets under management | $47.7M | $50.1M | $50.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 3 |
| Individual clients | 48 | 84 | 158 |
| Assets per client | $995K | $597K | $318K |
| Clients per advisor | 24 | 84 | 53 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 2 | 1 | 3 |
From each firm's latest Form ADV (Jan 2026, Mar 2026, Aug 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.