Manhattan, KS | Garden City, NY | ||
|---|---|---|---|
| Assets under management | $10.3M | $10.8M | $9.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 12 | 30 | 63 |
| Assets per client | $856K | $360K | $155K |
| Clients per advisor | 12 | 30 | 63 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 5 | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Feb 2026, Jul 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.