Geneva, IL | Arlington, TX | Wellesley, MA | |
|---|---|---|---|
| Assets under management | $18.2M | $19.1M | $17.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 38 | 167 | 23 |
| Assets per client | $478K | $114K | $749K |
| Clients per advisor | 38 | 167 | 12 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 1 | 3 | 1 |
From each firm's latest Form ADV (Mar 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.