Coral Gables, FL | Sunrise, FL | ||
|---|---|---|---|
| Assets under management | $59M | $62.2M | $62M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 3 | 2 | 1 |
| Individual clients | 99 | 187 | 63 |
| Assets per client | $596K | $333K | $984K |
| Clients per advisor | 33 | 94 | 63 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 3 | 2 | 1 |
From each firm's latest Form ADV (Mar 2026, Sep 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.