Wrentham, MA | Indialantic, FL | ||
|---|---|---|---|
| Assets under management | $102.6M | $107.8M | $107.9M |
| Asset growth, last 2 years | – | – | +0% |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 64 | 97 | 71 |
| Assets per client | $1.6M | $1.1M | $1.5M |
| Clients per advisor | 64 | 49 | 71 |
| Main custodian | – | – | Raymond James |
| Filing with the SEC since | 2026 | 2026 | 2021 |
| Tools in their stack | – | 2 | 3 |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (Mar 2026, May 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.