Conshohocken, PA | King Of Prussia, PA | Sioux Falls, SD | |
|---|---|---|---|
| Assets under management | $43.9M | $46.3M | $41.7M |
| Asset growth, last 2 years | – | – | −27% |
| Advisory staff | 1 | 2 | 2 |
| Individual clients | 109 | 179 | 89 |
| Assets per client | $403K | $258K | $468K |
| Clients per advisor | 109 | 90 | 45 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2012 or earlier |
| Tools in their stack | 1 | – | 1 |
| People on Advicer.bio | 1 | 2 | 2 |
From each firm's latest Form ADV (Oct 2026, Jun 2026, Jan 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.