Grand Rapids, MI | |||
|---|---|---|---|
| Assets under management | $7.3M | $7.7M | $7.7M |
| Asset growth, last 2 years | −62% | – | – |
| Advisory staff | 1 | 2 | 3 |
| Individual clients | 105 | 167 | 7 |
| Assets per client | $70K | $46K | $1.1M |
| Clients per advisor | 105 | 84 | 2 |
| Main custodian | Tradier Brokerage, Inc. | – | – |
| Filing with the SEC since | 2012 or earlier | 2026 | 2026 |
| Tools in their stack | 1 | – | 1 |
| People on Advicer.bio | – | 2 | 3 |
From each firm's latest Form ADV (Oct 2026, Aug 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.