Cambridge, MA | Saint James, NY | ||
|---|---|---|---|
| Assets under management | $2.5M | $2.6M | $2.4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 0 | 1 |
| Individual clients | 18 | 8 | 0 |
| Assets per client | $140K | $330K | – |
| Clients per advisor | 18 | – | – |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2022 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | 3 | 1 |
From each firm's latest Form ADV (Oct 2026, Aug 2026, Aug 2022). 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.