Greenwich, CT | Carlsbad, CA | Bedford Hills, NY | |
|---|---|---|---|
| Assets under management | $51.3M | $53.9M | $53.9M |
| Asset growth, last 2 years | +185% | – | +37% |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 18 | 90 | 13 |
| Assets per client | $2.9M | $599K | $4.1M |
| Clients per advisor | 18 | 90 | 13 |
| Main custodian | Interactive Brokers | – | Schwab |
| Filing with the SEC since | 2021 | 2026 | 2019 |
| Tools in their stack | 1 | 2 | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Aug 2026, Mar 2026, Oct 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.