Princeton, NJ | Stamford, CT | ||
|---|---|---|---|
| Assets under management | $324.3M | $340.6M | $340.5M |
| Asset growth, last 2 years | +16% | +24% | +12% |
| Advisory staff | 3 | 1 | 5 |
| Individual clients | 48 | 320 | 204 |
| Assets per client | $6.8M | $1.1M | $1.7M |
| Clients per advisor | 16 | 320 | 41 |
| Main custodian | Schwab | – | U.S. Bank |
| Filing with the SEC since | 2013 | 2012 or earlier | 2012 or earlier |
| Tools in their stack | 2 | 1 | 1 |
| People on Advicer.bio | 3 | 1 | 2 |
From each firm's latest Form ADV (Mar 2026, Jan 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.