Tarrytown, NY | Woburn, MA | ||
|---|---|---|---|
| Assets under management | $22.3M | $23.5M | $23.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 18 | 45 | 75 |
| Assets per client | $1.2M | $522K | $313K |
| Clients per advisor | 18 | 45 | 75 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2024 |
| Tools in their stack | – | 1 | 1 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Jan 2026, Mar 2026, Mar 2024). 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.