Platteville, WI | Tomah, WI | New York, NY | |
|---|---|---|---|
| Assets under management | $914M | $977.1M | $964.2M |
| Asset growth, last 2 years | +79% | +35% | +7% |
| Advisory staff | 9 | 10 | 4 |
| Individual clients | 1,154 | 2,536 | 178 |
| Assets per client | $792K | $385K | $5.4M |
| Clients per advisor | 128 | 254 | 45 |
| Main custodian | Schwab | Schwab | Tocqueville Securities L.p. |
| Filing with the SEC since | 2020 | 2017 | 2012 or earlier |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 15 | 12 | – |
From each firm's latest Form ADV (Oct 2026, Jul 2026, May 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.