Ronkonkoma, NY | Franklin, TN | Latham, NY | |
|---|---|---|---|
| Assets under management | $22.6M | $23.8M | $21.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 88 | 121 | 57 |
| Assets per client | $257K | $196K | $373K |
| Clients per advisor | 88 | 61 | 57 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (Mar 2026, Jun 2026, Jan 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.