Maple Grove, MN | San Marcos, CA | Northfield, IL | |
|---|---|---|---|
| Assets under management | $1.8M | $1.9M | $1.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 4 | 4 | 9 |
| Assets per client | $457K | $481K | $214K |
| Clients per advisor | 4 | 4 | 5 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2021 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Jan 2026, Apr 2026, Apr 2021). 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.