Idaho Falls, ID | Federal Way, WA | ||
|---|---|---|---|
| Assets under management | $90.2M | $94.7M | $85.6M |
| Asset growth, last 2 years | +24% | – | – |
| Advisory staff | 2 | 2 | 1 |
| Individual clients | 446 | – | 30 |
| Assets per client | $202K | – | $2.9M |
| Clients per advisor | 223 | – | 30 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2012 or earlier | 2026 | 2026 |
| Tools in their stack | 3 | – | – |
| People on Advicer.bio | 2 | 2 | 1 |
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.