Cooper City, FL | |||
|---|---|---|---|
| Assets under management | $59.1M | $62.1M | $62.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 19 | 83 | 225 |
| Assets per client | $3.1M | $748K | $276K |
| Clients per advisor | 19 | 83 | 113 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2024 | 2026 |
| Tools in their stack | – | 1 | 4 |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Mar 2026, Apr 2024, Jan 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.