Boca Raton, FL | |||
|---|---|---|---|
| Assets under management | $2.1M | $2.2M | $2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 0 |
| Individual clients | 42 | 10 | 6 |
| Assets per client | $49K | $217K | $325K |
| Clients per advisor | 42 | 5 | – |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2025 | 2026 |
| Tools in their stack | 3 | 2 | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Sep 2026, Feb 2025, Jun 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.