Libertyville, IL | Miramar, FL | ||
|---|---|---|---|
| Assets under management | $10.6M | $11.1M | $10M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 34 | 8 | 26 |
| Assets per client | $311K | $1.4M | $386K |
| Clients per advisor | 34 | 8 | 13 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Mar 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.