Phoenix, AZ | Burnsville, MN | ||
|---|---|---|---|
| Assets under management | $3.3M | $3.5M | $3.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 0 |
| Individual clients | 6 | 5 | 12 |
| Assets per client | $558K | $704K | $264K |
| Clients per advisor | 6 | 5 | – |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2025 | 2026 |
| Tools in their stack | 2 | – | 4 |
| People on Advicer.bio | 1 | 1 | 5 |
From each firm's latest Form ADV (Feb 2026, Jan 2025, 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.