Buffalo, NY | |||
|---|---|---|---|
| Assets under management | $33M | $34.7M | $34.7M |
| Asset growth, last 2 years | – | – | +20% |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 25 | 42 | 175 |
| Assets per client | $1.3M | $826K | $198K |
| Clients per advisor | 25 | 42 | 88 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2024 | 2014 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 1 | 1 | – |
From each firm's latest Form ADV (Mar 2026, Oct 2024, Nov 2021). 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.