Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.
Calgary, Alberta | |||
|---|---|---|---|
| Assets under management | $10.7M | $11.3M | $11.3M |
| Asset growth, last 2 years | – | – | +60% |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 21 | 10 | 33 |
| Assets per client | $510K | $1.1M | $341K |
| Clients per advisor | 21 | 10 | 17 |
| Main custodian | – | – | RBC |
| Filing with the SEC since | 2026 | 2026 | 2019 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Jan 2026, 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.
0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.
Custodians on Form ADV: Rww Investment Advisors Inc.: none listed · Avk Partners: none listed · Northfront Financial USA Inc: RBC