Phoenix, AZ | |||
|---|---|---|---|
| Assets under management | $14M | $14.7M | $13.3M |
| Asset growth, last 2 years | – | – | −27% |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | – | 66 | 3 |
| Assets per client | – | $223K | $4.4M |
| Clients per advisor | – | 33 | 3 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2012 or earlier |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (Mar 2026, Aug 2026, Dec 2024). 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.