Tempe, AZ | |||
|---|---|---|---|
| Assets under management | $97.9M | $102.8M | $102.8M |
| Asset growth, last 2 years | – | −3% | +166% |
| Advisory staff | 3 | 1 | 3 |
| Individual clients | 187 | 245 | 228 |
| Assets per client | $523K | $420K | $451K |
| Clients per advisor | 62 | 245 | 76 |
| Main custodian | – | Equity Trust Company | – |
| Filing with the SEC since | 2026 | 2012 or earlier | 2012 or earlier |
| Tools in their stack | 2 | – | 3 |
| People on Advicer.bio | 2 | 3 | 3 |
From each firm's latest Form ADV (Feb 2026, 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.