Stow, MA | Boston, MA | Bellingham, WA | |
|---|---|---|---|
| Assets under management | $24.6M | $25.9M | $25.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 17 | 40 | 105 |
| Assets per client | $1.4M | $649K | $246K |
| Clients per advisor | 17 | 40 | 105 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | 1 | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Jul 2026, Mar 2026, Aug 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.