Carnegie, PA | Downingtown, PA | Bismarck, ND | |
|---|---|---|---|
| Assets under management | $16.2M | $17.1M | $17M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 4 | 1 | 3 |
| Individual clients | 42 | 41 | 77 |
| Assets per client | $386K | $417K | $221K |
| Clients per advisor | 11 | 41 | 26 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2023 | 2026 | 2026 |
| Tools in their stack | – | 2 | 1 |
| People on Advicer.bio | 4 | 1 | 3 |
From each firm's latest Form ADV (Oct 2023, Jan 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.