Henderson, NV | Las Vegas, NV | Palatine, IL | |
|---|---|---|---|
| Assets under management | $5.8M | $6.1M | $6.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 36 | 40 | 50 |
| Assets per client | $162K | $153K | $122K |
| Clients per advisor | 36 | 40 | 50 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2024 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | – | 1 | 1 |
From each firm's latest Form ADV (Jan 2026, Sep 2026, Jun 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.