West Hartford, CT | Elk Rapids, MI | ||
|---|---|---|---|
| Assets under management | $18.9M | $19.9M | $19.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 42 | 168 | 24 |
| Assets per client | $451K | $118K | $829K |
| Clients per advisor | 42 | 84 | 24 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2025 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (Sep 2025, Apr 2026, Jul 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.