New York, NY | Pittsford, NY | New York, NY | |
|---|---|---|---|
| Assets under management | $1B | $1.06B | $933.3M |
| Asset growth, last 2 years | +505% | +42% | +8% |
| Advisory staff | 5 | 7 | 5 |
| Individual clients | 937 | 462 | 697 |
| Assets per client | $1.1M | $2.3M | $1.3M |
| Clients per advisor | 187 | 66 | 139 |
| Main custodian | – | Schwab | Schwab |
| Filing with the SEC since | – | 2012 or earlier | 2012 or earlier |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 3 | 6 | 1 |
From each firm's latest Form ADV (Jul 2026, Mar 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.