Ramsey, NJ | Chicago, IL | ||
|---|---|---|---|
| Assets under management | $75.1M | $78.9M | $78.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 180 | 116 | 34 |
| Assets per client | $417K | $680K | $2.3M |
| Clients per advisor | 180 | 116 | 34 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 3 | – | 3 |
| People on Advicer.bio | – | 1 | 2 |
From each firm's latest Form ADV (Jan 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.