Zurich | Fort Wayne, IN | ||
|---|---|---|---|
| Assets under management | $223.9M | $235.2M | $212.6M |
| Asset growth, last 2 years | +99% | +44% | +39% |
| Advisory staff | 2 | 4 | 7 |
| Individual clients | 95 | 129 | 483 |
| Assets per client | $2.4M | $1.8M | $440K |
| Clients per advisor | 48 | 32 | 69 |
| Main custodian | Schwab | Bank Vontobel Ag | Pershing |
| Filing with the SEC since | 2022 | 2012 or earlier | 2022 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 2 | – | 7 |
From each firm's latest Form ADV (Jul 2026, Oct 2026, 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.