Ketchum, ID | Boise, ID | Saratoga Springs, NY | |
|---|---|---|---|
| Assets under management | $46.4M | $49M | $48.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 39 | 82 | 38 |
| Assets per client | $1.2M | $598K | $1.3M |
| Clients per advisor | 20 | 82 | 38 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 3 |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Jan 2026, Jun 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.