Mount Laurel, NJ | Orlando, FL | Lake Oswego, OR | |
|---|---|---|---|
| Assets under management | $16.8M | $17.6M | $15.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 25 | 44 | 40 |
| Assets per client | $671K | $401K | $398K |
| Clients per advisor | 25 | 44 | 40 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | 4 | – |
| People on Advicer.bio | 1 | 1 | 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.