Coral Gables, FL | Miami, FL | White Plains, NY | |
|---|---|---|---|
| Assets under management | $105.3M | $111.3M | $110.9M |
| Asset growth, last 2 years | – | +75% | +31% |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 84 | 58 | 84 |
| Assets per client | $1.3M | $1.9M | $1.3M |
| Clients per advisor | 84 | 29 | 84 |
| Main custodian | – | Schwab | Fidelity |
| Filing with the SEC since | 2026 | 2022 | 2012 or earlier |
| Tools in their stack | – | 1 | 3 |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (Feb 2026, Sep 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.