Jericho, NY | Saugerties, NY | Armonk, NY | |
|---|---|---|---|
| Assets under management | $232M | $246.3M | $219M |
| Asset growth, last 2 years | +34% | +37% | +58% |
| Advisory staff | 4 | 3 | 3 |
| Individual clients | 133 | 133 | 175 |
| Assets per client | $1.7M | $1.9M | $1.3M |
| Clients per advisor | 33 | 44 | 58 |
| Main custodian | Fidelity | Fidelity | Trade-PMR |
| Filing with the SEC since | 2013 | 2022 | 2012 or earlier |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 4 | 3 | 2 |
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.