Lebanon, PA | |||
|---|---|---|---|
| Assets under management | $3.4M | $3.5M | $3.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 7 | 8 | 27 |
| Assets per client | $480K | $442K | $131K |
| Clients per advisor | 7 | 8 | 27 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2025 |
| Tools in their stack | – | 2 | 1 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Sep 2026, Mar 2026, May 2025). 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.