Miami Beach, FL | Windermere, FL | ||
|---|---|---|---|
| Assets under management | $40M | $42.1M | $42M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 31 | 132 | 37 |
| Assets per client | $1.3M | $319K | $1.1M |
| Clients per advisor | 16 | 132 | 37 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Jan 2026, Mar 2026, Jun 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.