Tucson, AZ | Farmington, MI | ||
|---|---|---|---|
| Assets under management | $47.8M | $50.2M | $50.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 3 |
| Individual clients | 53 | 45 | 158 |
| Assets per client | $901K | $1.1M | $318K |
| Clients per advisor | 53 | 23 | 53 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 6 | 3 | 1 |
| People on Advicer.bio | 1 | 2 | 3 |
From each firm's latest Form ADV (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.