Urbandale, IA | Bangor, ME | ||
|---|---|---|---|
| Assets under management | $26.6M | $27.9M | $27.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 3 | 1 | 1 |
| Individual clients | 107 | 44 | 40 |
| Assets per client | $248K | $634K | $698K |
| Clients per advisor | 36 | 44 | 40 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 4 | – | 1 |
From each firm's latest Form ADV (Mar 2026, Apr 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.