Woburn, MA | |||
|---|---|---|---|
| Assets under management | $128.4M | $134.9M | $134.9M |
| Asset growth, last 2 years | +27% | – | +30% |
| Advisory staff | 1 | 1 | 8 |
| Individual clients | 55 | 3 | 230 |
| Assets per client | $2.3M | $45M | $586K |
| Clients per advisor | 55 | 3 | 29 |
| Main custodian | Fidelity | Fidelity | Schwab |
| Filing with the SEC since | 2022 | 2024 | 2021 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 1 | 1 | 9 |
From each firm's latest Form ADV (Jan 2026, Mar 2026, Jun 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.