Minnetonka, MN | Turlock, CA | Springfield, MO | |
|---|---|---|---|
| Assets under management | $24.6M | $25.8M | $25.8M |
| Asset growth, last 2 years | – | −26% | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 25 | 83 | 6 |
| Assets per client | $984K | $311K | $4.3M |
| Clients per advisor | 13 | 83 | 6 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2012 or earlier | 2026 |
| Tools in their stack | – | – | 5 |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Jan 2026, Jul 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.