New York, NY | New York, NY | Davie, FL | |
|---|---|---|---|
| Assets under management | $87.9M | $93M | $83.5M |
| Asset growth, last 2 years | +12% | +16% | +234% |
| Advisory staff | 1 | 5 | 1 |
| Individual clients | 78 | 126 | 122 |
| Assets per client | $1.1M | $738K | $684K |
| Clients per advisor | 78 | 25 | 122 |
| Main custodian | – | Pershing | – |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2012 or earlier |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | – | 5 | 1 |
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.