Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.
Highland Park, NJ | Albany, NY | ||
|---|---|---|---|
| Assets under management | $720K | $760K | $678K |
| Asset growth, last 2 years | – | – | +333% |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 9 | 9 | 7 |
| Assets per client | $80K | $84K | $97K |
| Clients per advisor | 9 | 9 | 4 |
| Main custodian | – | – | Fidelity |
| Filing with the SEC since | 2026 | 2020 | 2016 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 1 | – | 2 |
From each firm's latest Form ADV (Mar 2026, Mar 2020). 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.
0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.
Custodians on Form ADV: Lucre Advisory LLC: none listed · Parkview Capital Management: none listed · The Affinity Group, LLC: Fidelity