Norwood, MA | Reno, NV | ||
|---|---|---|---|
| Assets under management | $146.9M | $154.6M | $154.6M |
| Asset growth, last 2 years | +38% | – | +8% |
| Advisory staff | 1 | 1 | 5 |
| Individual clients | 182 | 39 | 365 |
| Assets per client | $807K | $4M | $423K |
| Clients per advisor | 182 | 39 | 73 |
| Main custodian | Schwab | Schwab | Axos Clearing |
| Filing with the SEC since | 2012 or earlier | 2024 | 2018 |
| Tools in their stack | 3 | – | 2 |
| People on Advicer.bio | 1 | 1 | 5 |
From each firm's latest Form ADV (Sep 2026, Jan 2026, 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.