Coral Springs, FL | Palm Beach Gardens, FL | ||
|---|---|---|---|
| Assets under management | $69.4M | $73.2M | $73M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 4 | 1 | 1 |
| Individual clients | 227 | 127 | 36 |
| Assets per client | $306K | $576K | $2M |
| Clients per advisor | 57 | 127 | 36 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 4 | 1 | 1 |
From each firm's latest Form ADV (Apr 2026, Jan 2026, Sep 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.