Miami, FL | |||
|---|---|---|---|
| Assets under management | $28K | $30K | $35K |
| Asset growth, last 2 years | – | – | −96% |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 1 | 1 | 2 |
| Assets per client | $28K | $30K | $17K |
| Clients per advisor | 1 | 1 | 1 |
| Main custodian | – | – | Vanguard |
| Filing with the SEC since | 2026 | 2026 | 2017 |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Apr 2026, Feb 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.