Troy, MI | Waterford, MI | Chandler, AZ | |
|---|---|---|---|
| Assets under management | $12.8M | $13.5M | $12.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 2 | 1 |
| Individual clients | 79 | 49 | 22 |
| Assets per client | $162K | $276K | $552K |
| Clients per advisor | 40 | 25 | 22 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 5 | – | – |
| People on Advicer.bio | 2 | 2 | 1 |
From each firm's latest Form ADV (Mar 2026, Sep 2026, Feb 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.