Phoenix, AZ | |||
|---|---|---|---|
| Assets under management | $3M | $3.1M | $3.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 17 | 27 | 29 |
| Assets per client | $175K | $116K | $108K |
| Clients per advisor | 17 | 27 | 29 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2024 | 2024 | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Oct 2024, Jul 2024, 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.