Stamford, CT | Darien, CT | Leesburg, VA | |
|---|---|---|---|
| Assets under management | $39M | $41.2M | $41M |
| Asset growth, last 2 years | – | – | +20% |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 20 | 44 | 105 |
| Assets per client | $1.9M | $936K | $390K |
| Clients per advisor | 20 | 44 | 53 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2025 | 2026 | 2012 or earlier |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | – | 2 |
From each firm's latest Form ADV (Mar 2025, Jan 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.