New York, NY | Tarrytown, NY | St. Petersburg, FL | |
|---|---|---|---|
| Assets under management | $22.3M | $23.5M | $23.5M |
| Asset growth, last 2 years | −13% | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 109 | 45 | 47 |
| Assets per client | $205K | $522K | $499K |
| Clients per advisor | 55 | 45 | 47 |
| Main custodian | Interactive Brokers | – | – |
| Filing with the SEC since | 2024 | 2026 | 2026 |
| Tools in their stack | – | 1 | 1 |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Oct 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.