Las Vegas, NV | Farmington Hills, MI | ||
|---|---|---|---|
| Assets under management | $287.4M | $302.5M | $302M |
| Asset growth, last 2 years | +25% | +51% | +21% |
| Advisory staff | 5 | 2 | 5 |
| Individual clients | 223 | 88 | 363 |
| Assets per client | $1.3M | $3.4M | $832K |
| Clients per advisor | 45 | 44 | 73 |
| Main custodian | – | Schwab | SEI |
| Filing with the SEC since | 2014 | 2022 | 2023 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 5 | 2 | 5 |
From each firm's latest Form ADV (Aug 2026, 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.