New York, NY | Farmington, UT | Weinfelden | |
|---|---|---|---|
| Assets under management | $26.2M | $27.5M | $27.5M |
| Asset growth, last 2 years | −10% | – | +15% |
| Advisory staff | 9 | 1 | 3 |
| Individual clients | 6,999 | 30 | 37 |
| Assets per client | $4K | $917K | $743K |
| Clients per advisor | 778 | 30 | 12 |
| Main custodian | Morgan Stanley | – | Interactive Brokers |
| Filing with the SEC since | 2017 | 2026 | 2016 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | – | 1 | 3 |
From each firm's latest Form ADV (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.