Tucson, AZ | Southfield, MI | ||
|---|---|---|---|
| Assets under management | $28.6M | $30.1M | $27.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 54 | 85 | 143 |
| Assets per client | $530K | $354K | $190K |
| Clients per advisor | 54 | 85 | 143 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 3 | 1 | 4 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Apr 2026, Sep 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.