Saratoga Springs, NY | |||
|---|---|---|---|
| Assets under management | $40.6M | $42.7M | $42.7M |
| Asset growth, last 2 years | +33% | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 42 | 27 | 20 |
| Assets per client | $967K | $1.6M | $2.1M |
| Clients per advisor | 42 | 27 | 20 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2023 | 2026 | 2026 |
| Tools in their stack | 1 | 3 | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Apr 2026, 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.