Farmington Hills, MI | |||
|---|---|---|---|
| Assets under management | $20.9M | $22M | $22M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 3 |
| Individual clients | 76 | 3 | 25 |
| Assets per client | $276K | $7.3M | $880K |
| Clients per advisor | 76 | 3 | 8 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2023 |
| Tools in their stack | 2 | – | 1 |
| People on Advicer.bio | 1 | 1 | 5 |
From each firm's latest Form ADV (Mar 2026, May 2023). 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.