Shillington, PA | |||
|---|---|---|---|
| Assets under management | $85.5M | $89.9M | $89.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 3 |
| Individual clients | 34 | 59 | 182 |
| Assets per client | $2.5M | $1.5M | $494K |
| Clients per advisor | 34 | 59 | 61 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | 1 | – |
| People on Advicer.bio | 1 | 1 | 3 |
From each firm's latest Form ADV (Mar 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.