Hague, NY | New York, NY | New York, NY | |
|---|---|---|---|
| Assets under management | $68.2M | $71.9M | $72M |
| Asset growth, last 2 years | +34% | +6% | +32% |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 49 | 13 | 39 |
| Assets per client | $1.4M | $5.5M | $1.8M |
| Clients per advisor | 49 | 13 | 20 |
| Main custodian | Schwab | J.P. Morgan | Schwab |
| Filing with the SEC since | 2021 | 2021 | 2022 |
| Tools in their stack | 1 | 1 | 3 |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (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.