Montclair, NJ | Hackensack, NJ | Denver, CO | |
|---|---|---|---|
| Assets under management | $176M | $185.1M | $167.1M |
| Asset growth, last 2 years | −26% | +58% | −82% |
| Advisory staff | 6 | 4 | 6 |
| Individual clients | 304 | 229 | 241 |
| Assets per client | $579K | $808K | $693K |
| Clients per advisor | 51 | 57 | 40 |
| Main custodian | Schwab | Schwab | Teachers Insurance and Annuity Association |
| Filing with the SEC since | 2017 | 2021 | 2021 |
| Tools in their stack | 1 | – | 1 |
| People on Advicer.bio | 4 | 6 | 6 |
From each firm's latest Form ADV (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.