New York, NY | Coral Gables, FL | Boise, ID | |
|---|---|---|---|
| Assets under management | $200.1M | $210.1M | $190M |
| Asset growth, last 2 years | +52% | +56% | +22% |
| Advisory staff | 3 | 1 | 3 |
| Individual clients | 90 | 240 | 162 |
| Assets per client | $2.2M | $876K | $1.2M |
| Clients per advisor | 30 | 240 | 54 |
| Main custodian | Oppenheimer & Co. Inc. | LPL Financial | – |
| Filing with the SEC since | 2014 | 2022 | 2012 or earlier |
| Tools in their stack | – | 3 | – |
| People on Advicer.bio | 3 | 2 | 3 |
From each firm's latest Form ADV (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.