Traverse City, MI | Temecula, CA | New Castle, PA | |
|---|---|---|---|
| Assets under management | $36.8M | $38.6M | $34.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 14 | 145 | 170 |
| Assets per client | $2.6M | $267K | $205K |
| Clients per advisor | 14 | 145 | 85 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Feb 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.