White Bear Township, MN | Mount Arlington, NJ | Spokane, WA | |
|---|---|---|---|
| Assets under management | $171.8M | $180.5M | $163.2M |
| Asset growth, last 2 years | – | – | +40% |
| Advisory staff | 2 | 2 | 2 |
| Individual clients | 133 | 239 | 167 |
| Assets per client | $1.3M | $755K | $977K |
| Clients per advisor | 67 | 120 | 84 |
| Main custodian | LPL Financial | Fidelity | Fidelity |
| Filing with the SEC since | 2024 | 2024 | 2012 or earlier |
| Tools in their stack | 2 | 1 | – |
| People on Advicer.bio | 1 | 2 | 2 |
From each firm's latest Form ADV (Feb 2026, Aug 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.