St Joseph, MI | Wellesley, MA | ||
|---|---|---|---|
| Assets under management | $54.8M | $57.6M | $57.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 4 | 2 | 1 |
| Individual clients | 149 | 49 | 62 |
| Assets per client | $368K | $1.2M | $930K |
| Clients per advisor | 37 | 25 | 62 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 3 | 1 | 1 |
From each firm's latest Form ADV (Aug 2026, 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.