Croton On Hudson, NY | Brooklyn, NY | Humacao, PR | |
|---|---|---|---|
| Assets under management | $26.8M | $28.2M | $28.1M |
| Asset growth, last 2 years | +6% | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 52 | 119 | 58 |
| Assets per client | $515K | $237K | $485K |
| Clients per advisor | 52 | 119 | 58 |
| Main custodian | Pershing | – | – |
| Filing with the SEC since | 2021 | 2026 | 2026 |
| Tools in their stack | – | – | 3 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Feb 2026, Apr 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.