Newtown Square, PA | Bryn Mawr, PA | Lodi, CA | |
|---|---|---|---|
| Assets under management | $66.1M | $70M | $69.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 68 | 65 | 80 |
| Assets per client | $972K | $1.1M | $869K |
| Clients per advisor | 68 | 65 | 80 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 2 | 1 | – |
From each firm's latest Form ADV (Mar 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.