Oak Brook, IL | |||
|---|---|---|---|
| Assets under management | $3M | $3.2M | $2.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 8 | 2 | 14 |
| Assets per client | $377K | $1.6M | $204K |
| Clients per advisor | 8 | 2 | 14 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2022 |
| Tools in their stack | 2 | 1 | 2 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Jan 2026, Jul 2022). 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.