Red Bank, NJ | Rye Brook, NY | ||
|---|---|---|---|
| Assets under management | $6.7M | $7M | $7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 19 | 17 | 13 |
| Assets per client | $351K | $412K | $539K |
| Clients per advisor | 19 | 17 | 13 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | – | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Jan 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.