W. Conshohocken, PA | New Bloomfield, PA | ||
|---|---|---|---|
| Assets under management | $33.6M | $35.4M | $35.3M |
| Asset growth, last 2 years | −95% | – | – |
| Advisory staff | 10 | 4 | 1 |
| Individual clients | 4 | 213 | 55 |
| Assets per client | $8.4M | $166K | $642K |
| Clients per advisor | 0 | 53 | 55 |
| Main custodian | Schwab | – | – |
| Filing with the SEC since | 2012 or earlier | 2026 | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | 4 | 1 |
From each firm's latest Form ADV (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.