Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.
Albany, NY | Albany, NY | ||
|---|---|---|---|
| Assets under management | $715K | $758K | $678K |
| Asset growth, last 2 years | – | – | +333% |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 9 | 3 | 7 |
| Assets per client | $79K | $253K | $97K |
| Clients per advisor | 9 | 3 | 4 |
| Main custodian | – | – | Fidelity |
| Filing with the SEC since | 2026 | 2026 | 2016 |
| Tools in their stack | – | 2 | 2 |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (May 2026, Sep 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.
0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.
Custodians on Form ADV: Duomo Capital: none listed · Worthique: none listed · The Affinity Group, LLC: Fidelity