Guilford, CT | Darien, CT | Lugano | |
|---|---|---|---|
| Assets under management | $482.4M | $507.5M | $506.8M |
| Asset growth, last 2 years | +45% | +28% | +42% |
| Advisory staff | 7 | 1 | 1 |
| Individual clients | 434 | 1 | 137 |
| Assets per client | $1.1M | $507.5M | $3.7M |
| Clients per advisor | 62 | 1 | 137 |
| Main custodian | Fidelity | Goldman Sachs | – |
| Filing with the SEC since | 2012 or earlier | 2019 | 2014 |
| Tools in their stack | 1 | 1 | – |
| People on Advicer.bio | 6 | 1 | – |
From each firm's latest Form ADV (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.