Denver, CO | Manchester, NH | ||
|---|---|---|---|
| Assets under management | $66.8M | $70.2M | $70.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 5 | 2 |
| Individual clients | 25 | 155 | 159 |
| Assets per client | $2.7M | $453K | $441K |
| Clients per advisor | 25 | 31 | 80 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | 6 | – |
| People on Advicer.bio | 1 | 5 | 2 |
From each firm's latest Form ADV (Mar 2026, Aug 2026, Jan 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.