East Dennis, MA | Spokane Valley, WA | Orange, CA | |
|---|---|---|---|
| Assets under management | $20.4M | $21.4M | $21.4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 3 | 1 |
| Individual clients | 21 | 42 | 15 |
| Assets per client | $971K | $510K | $1.4M |
| Clients per advisor | 21 | 14 | 15 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | 3 | 1 |
From each firm's latest Form ADV (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.