Whitefish, MT | Oak Brook, IL | Rochester, NY | |
|---|---|---|---|
| Assets under management | $41.5M | $43.6M | $43.6M |
| Asset growth, last 2 years | −32% | – | – |
| Advisory staff | 1 | 1 | 5 |
| Individual clients | 41 | 130 | 239 |
| Assets per client | $1M | $336K | $183K |
| Clients per advisor | 41 | 130 | 48 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2012 or earlier | 2026 | 2026 |
| Tools in their stack | 1 | 2 | – |
| People on Advicer.bio | 1 | 1 | 4 |
From each firm's latest Form ADV (May 2026, Feb 2026, Jul 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.