Jupiter, FL | Orlando, FL | Plymouth, MI | |
|---|---|---|---|
| Assets under management | $21.2M | $22.4M | $22.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 4 | 1 | 2 |
| Individual clients | 50 | 63 | 39 |
| Assets per client | $425K | $355K | $573K |
| Clients per advisor | 13 | 63 | 20 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 3 | 3 |
| People on Advicer.bio | 4 | 1 | 2 |
From each firm's latest Form ADV (Mar 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.