Shelton, CT | Doylestown, PA | Highlands Ranch, CO | |
|---|---|---|---|
| Assets under management | $58.4M | $61.3M | $61.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 4 | 3 |
| Individual clients | 37 | 112 | 81 |
| Assets per client | $1.6M | $547K | $757K |
| Clients per advisor | 37 | 28 | 27 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 1 | 5 | 3 |
From each firm's latest Form ADV (Aug 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.