Ithaca, NY | Pittsford, NY | Mississauga, Ontario | |
|---|---|---|---|
| Assets under management | $124.2M | $131.8M | $130.4M |
| Asset growth, last 2 years | +33% | +138% | – |
| Advisory staff | 2 | 2 | 3 |
| Individual clients | 200 | 46 | 293 |
| Assets per client | $621K | $2.9M | $445K |
| Clients per advisor | 100 | 23 | 98 |
| Main custodian | Pershing | Schwab | – |
| Filing with the SEC since | 2012 or earlier | 2024 | 2024 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 2 | 2 | – |
From each firm's latest Form ADV (Mar 2026, Sep 2026, Jun 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.