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.
Warwick, NY | Chicago, IL | Sao Paulo | |
|---|---|---|---|
| Assets under management | $40.4M | $42.4M | $38.3M |
| Asset growth, last 2 years | – | −25% | – |
| Advisory staff | 1 | 5 | 2 |
| Individual clients | 43 | 72 | 87 |
| Assets per client | $939K | $589K | $441K |
| Clients per advisor | 43 | 14 | 44 |
| Main custodian | Fidelity | – | – |
| Filing with the SEC since | 2024 | 2012 or earlier | 2024 |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 1 | – | 1 |
From each firm's latest Form ADV (Mar 2026, Mar 2025). 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: Magellan Financial Solutions LLC: Fidelity · Mitchell Vaught & Taylor Inc: none listed · Svn Global: none listed