South Hadley, MA | |||
|---|---|---|---|
| Assets under management | $7.7M | $8.1M | $8.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 93 | 12 | 42 |
| Assets per client | $82K | $671K | $192K |
| Clients per advisor | 93 | 12 | 42 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2022 | 2026 | 2026 |
| Tools in their stack | 1 | 1 | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Mar 2022, Mar 2026, Aug 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.