Coral Gables, FL | Boca Raton, FL | ||
|---|---|---|---|
| Assets under management | $62.4M | $65.8M | $65.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 35 | – | 45 |
| Assets per client | $1.8M | – | $1.5M |
| Clients per advisor | 35 | – | 23 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | – | 1 | 2 |
From each firm's latest Form ADV (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.