Philadelphia, PA | Newtown, PA | Traverse City, MI | |
|---|---|---|---|
| Assets under management | $11.1M | $11.6M | $11.6M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 34 | 34 | 58 |
| Assets per client | $326K | $343K | $201K |
| Clients per advisor | 34 | 34 | 58 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | 1 | – |
From each firm's latest Form ADV (Aug 2026, Apr 2026, 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.