Miami, FL | Coral Gables, FL | Rochester, NY | |
|---|---|---|---|
| Assets under management | $419.7M | $441.9M | $441.2M |
| Asset growth, last 2 years | −27% | +18% | +76% |
| Advisory staff | 2 | 3 | 7 |
| Individual clients | 6 | 7 | 464 |
| Assets per client | $69.9M | $63.1M | $951K |
| Clients per advisor | 3 | 2 | 66 |
| Main custodian | Citi | J.P. Morgan | Fidelity |
| Filing with the SEC since | 2012 or earlier | 2019 | 2020 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 2 | 2 | 8 |
From each firm's latest Form ADV (Sep 2026, Apr 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.