Idaho Falls, ID | New York, NY | ||
|---|---|---|---|
| Assets under management | $8.7M | $9.1M | $9.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 28 | 13 | 14 |
| Assets per client | $310K | $702K | $652K |
| Clients per advisor | 28 | 7 | 14 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2023 |
| Tools in their stack | 3 | 6 | – |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (Sep 2026, Mar 2026, Mar 2023). 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.