East Windsor, CT | Westport, CT | West Fargo, ND | |
|---|---|---|---|
| Assets under management | $38.6M | $40.8M | $40.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 2 | 1 |
| Individual clients | 210 | 62 | 289 |
| Assets per client | $184K | $658K | $140K |
| Clients per advisor | 105 | 31 | 289 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 2 | 2 | 1 |
From each firm's latest Form ADV (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.