Hialeah, FL | |||
|---|---|---|---|
| Assets under management | $90K | $95K | $85K |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 7 | 5 | 9 |
| Assets per client | $13K | $19K | $9K |
| Clients per advisor | 7 | 5 | 9 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2025 | 2024 | 2022 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | – | 1 | – |
From each firm's latest Form ADV (Jun 2025, Apr 2024, Nov 2022). 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.