San Tan Valley, AZ | |||
|---|---|---|---|
| Assets under management | $37M | $38.9M | $35.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 2 |
| Individual clients | 64 | 50 | 194 |
| Assets per client | $578K | $777K | $181K |
| Clients per advisor | 32 | 50 | 97 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 2 | 1 | 3 |
From each firm's latest Form ADV (Aug 2026, Mar 2026, Jul 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.