Lincoln, RI | |||
|---|---|---|---|
| Assets under management | $41M | $43.1M | $43.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 9 | 98 | 230 |
| Assets per client | $4.6M | $440K | $187K |
| Clients per advisor | 5 | 98 | 230 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Apr 2026, Sep 2026, May 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.