Millis, MA | Marietta, GA | ||
|---|---|---|---|
| Assets under management | $54M | $56.8M | $56.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 82 | 13 | 75 |
| Assets per client | $659K | $4.4M | $757K |
| Clients per advisor | 82 | 13 | 38 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | – | 2 |
From each firm's latest Form ADV (Mar 2026, Jan 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.