Boise, ID | Fort Collins, CO | ||
|---|---|---|---|
| Assets under management | $16.9M | $17.7M | $16M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | – | 39 | 8 |
| Assets per client | – | $455K | $2M |
| Clients per advisor | – | 39 | 8 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 4 | – | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Jul 2026, Jan 2026, Aug 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.