Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.
New York, NY | Tarrytown, NY | ||
|---|---|---|---|
| Assets under management | $22.3M | $23.5M | $23.5M |
| Asset growth, last 2 years | −13% | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 109 | 45 | 13 |
| Assets per client | $205K | $522K | $1.8M |
| Clients per advisor | 55 | 45 | 13 |
| Main custodian | Interactive Brokers | – | – |
| Filing with the SEC since | 2024 | 2026 | 2026 |
| Tools in their stack | – | 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.
0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.
Custodians on Form ADV: Passive Management LLC: Interactive Brokers · Martone Capital Management, Inc.: none listed · Weil Associates, Inc.: none listed