Edina, MN | Palm Beach, FL | ||
|---|---|---|---|
| Assets under management | $229.4M | $241M | $241M |
| Asset growth, last 2 years | – | +95% | – |
| Advisory staff | 1 | 4 | 1 |
| Individual clients | 44 | 541 | 24 |
| Assets per client | $5.2M | $445K | $10M |
| Clients per advisor | 44 | 135 | 24 |
| Main custodian | – | Fidelity | Blackstone Securities Partners L.p. |
| Filing with the SEC since | 2024 | 2023 | 2024 |
| Tools in their stack | – | 3 | – |
| People on Advicer.bio | 1 | 3 | 1 |
From each firm's latest Form ADV (Jan 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.