Doylestown, PA | |||
|---|---|---|---|
| Assets under management | $58.4M | $61.3M | $55.4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 3 | 4 | 1 |
| Individual clients | 128 | 112 | 48 |
| Assets per client | $456K | $547K | $1.2M |
| Clients per advisor | 43 | 28 | 48 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 3 | 5 | 1 |
From each firm's latest Form ADV (Oct 2026, Jun 2026, May 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.