Cedar Rapids, IA | East Brunswick, NJ | ||
|---|---|---|---|
| Assets under management | $40.7M | $42.7M | $38.6M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 155 | 46 | 30 |
| Assets per client | $262K | $929K | $1.3M |
| Clients per advisor | 155 | 23 | 30 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2025 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | – | 1 |
From each firm's latest Form ADV (Feb 2026, Apr 2025). 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.