Natick, MA | Zephryhills, FL | ||
|---|---|---|---|
| Assets under management | $8M | $8.4M | $7.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 4 |
| Individual clients | 15 | 100 | 79 |
| Assets per client | $531K | $84K | $96K |
| Clients per advisor | 15 | 100 | 20 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 1 | 1 | 4 |
From each firm's latest Form ADV (Jun 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.