New York, NY | New York, NY | ||
|---|---|---|---|
| Assets under management | $933.3M | $1B | $981.7M |
| Asset growth, last 2 years | +8% | +505% | +29% |
| Advisory staff | 5 | 5 | 1 |
| Individual clients | 697 | 937 | 134 |
| Assets per client | $1.3M | $1.1M | $7.3M |
| Clients per advisor | 139 | 187 | 134 |
| Main custodian | Schwab | – | Schwab |
| Filing with the SEC since | 2012 or earlier | – | 2018 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | 3 | 1 |
From each firm's latest Form ADV (Mar 2026, Jul 2026, Sep 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.