Coral Gables, FL | Porstmouth, NH | ||
|---|---|---|---|
| Assets under management | $2.4M | $2.5M | $2.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 3 | 1 |
| Individual clients | 32 | 11 | 4 |
| Assets per client | $74K | $228K | $566K |
| Clients per advisor | 32 | 4 | 4 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2025 | 2026 | 2026 |
| Tools in their stack | – | 2 | – |
| People on Advicer.bio | 1 | 3 | 1 |
From each firm's latest Form ADV (Jul 2025, Aug 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.