Palm Beach Gardens, FL | Orlando, FL | ||
|---|---|---|---|
| Assets under management | $8.8M | $9.3M | $8.4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 16 | 82 | 46 |
| Assets per client | $551K | $114K | $182K |
| Clients per advisor | 16 | 41 | 46 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (Sep 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.