Newton, MA | Wakefield, MA | Johns Creek, GA | |
|---|---|---|---|
| Assets under management | $24M | $25.4M | $25.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 10 | 54 | 40 |
| Assets per client | $2.4M | $471K | $631K |
| Clients per advisor | 10 | 54 | 40 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Apr 2026, Sep 2026, Jan 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.