Garden City, NY | Brooklyn, NY | Chapin, SC | |
|---|---|---|---|
| Assets under management | $171.1M | $180.9M | $179.7M |
| Asset growth, last 2 years | +237% | +998% | +25% |
| Advisory staff | 2 | 2 | 4 |
| Individual clients | 101 | 3,375 | 96 |
| Assets per client | $1.7M | $54K | $1.9M |
| Clients per advisor | 51 | 1,688 | 24 |
| Main custodian | Schwab | – | Schwab |
| Filing with the SEC since | 2022 | 2022 | 2021 |
| Tools in their stack | – | 1 | 5 |
| People on Advicer.bio | 2 | 1 | 4 |
From each firm's latest Form ADV (Jan 2026, Sep 2026, May 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.