Peterborough, NH | Atlanta, GA | Red Bank, NJ | |
|---|---|---|---|
| Assets under management | $84.1M | $88.4M | $88.3M |
| Asset growth, last 2 years | – | +11% | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 173 | 28 | 55 |
| Assets per client | $486K | $3.2M | $1.6M |
| Clients per advisor | 173 | 28 | 28 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2012 or earlier | 2026 |
| Tools in their stack | 1 | 1 | – |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Jun 2026, Feb 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.