Burlingame, CA | Kings Park, NY | ||
|---|---|---|---|
| Assets under management | $1.2M | $1.2M | $1.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 6 | – | 0 |
| Assets per client | $196K | – | – |
| Clients per advisor | 6 | – | – |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2024 |
| Tools in their stack | 1 | 4 | – |
| People on Advicer.bio | 1 | – | 2 |
From each firm's latest Form ADV (Feb 2026, Mar 2026, Jun 2024). 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.