Coral Springs, FL | |||
|---|---|---|---|
| Assets under management | $66M | $69.4M | $69.4M |
| Asset growth, last 2 years | −17% | – | – |
| Advisory staff | 1 | 4 | 2 |
| Individual clients | 26 | 227 | 46 |
| Assets per client | $2.5M | $306K | $1.5M |
| Clients per advisor | 26 | 57 | 23 |
| Main custodian | Banque Syz Sa | – | – |
| Filing with the SEC since | 2020 | 2026 | 2026 |
| Tools in their stack | 1 | 1 | – |
| People on Advicer.bio | 1 | 4 | 2 |
From each firm's latest Form ADV (Mar 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.