New York, NY | |||
|---|---|---|---|
| Assets under management | $1.4M | $1.5M | $1.5M |
| Asset growth, last 2 years | – | −97% | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 8 | 14 | 14 |
| Assets per client | $175K | $105K | $105K |
| Clients per advisor | 8 | 14 | 14 |
| Main custodian | – | Schwab | – |
| Filing with the SEC since | 2024 | 2019 | 2026 |
| Tools in their stack | 3 | – | – |
| People on Advicer.bio | 1 | – | 1 |
From each firm's latest Form ADV (Apr 2024, 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.