Ludington, MI | Kalamazoo, MI | Ra'anana | |
|---|---|---|---|
| Assets under management | $149M | $156.6M | $156.5M |
| Asset growth, last 2 years | – | +22% | +74% |
| Advisory staff | 4 | 2 | 3 |
| Individual clients | 596 | 137 | 114 |
| Assets per client | $250K | $1.1M | $1.4M |
| Clients per advisor | 149 | 69 | 38 |
| Main custodian | – | Fidelity | Interactive Brokers |
| Filing with the SEC since | 2024 | 2020 | 2018 |
| Tools in their stack | 1 | 2 | 2 |
| People on Advicer.bio | 4 | 2 | – |
From each firm's latest Form ADV (Mar 2026, Apr 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.