Trenton, MI | |||
|---|---|---|---|
| Assets under management | $37.8M | $39.7M | $35.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 3 | 2 |
| Individual clients | 62 | 215 | 47 |
| Assets per client | $610K | $185K | $765K |
| Clients per advisor | 62 | 72 | 24 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | – | 2 |
From each firm's latest Form ADV (Mar 2026, Aug 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.