Missoula, MT | Whitefish, MT | ||
|---|---|---|---|
| Assets under management | $39.5M | $41.5M | $41.5M |
| Asset growth, last 2 years | – | −32% | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 156 | 41 | 55 |
| Assets per client | $253K | $1M | $754K |
| Clients per advisor | 78 | 41 | 55 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2012 or earlier | 2025 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, May 2026, Feb 2025). 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.