Trenton, MI | Lake Mary, FL | ||
|---|---|---|---|
| Assets under management | $39.7M | $41.7M | $37.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 3 | 1 | 2 |
| Individual clients | 215 | 30 | 39 |
| Assets per client | $185K | $1.4M | $967K |
| Clients per advisor | 72 | 30 | 20 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | – | 1 | 2 |
From each firm's latest Form ADV (Mar 2026, Feb 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.