San Jose, CA | Ann Arbor, MI | ||
|---|---|---|---|
| Assets under management | $5.9M | $6.2M | $6.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 25 | 2 | 23 |
| Assets per client | $236K | $3.1M | $269K |
| Clients per advisor | 25 | 2 | 12 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 5 | – | 1 |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Sep 2026, Mar 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.