Shoreview, MN | Sarasota, FL | ||
|---|---|---|---|
| Assets under management | $73.5M | $77.2M | $77.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 2 | 4 |
| Individual clients | 252 | 67 | 110 |
| Assets per client | $292K | $1.2M | $702K |
| Clients per advisor | 126 | 34 | 28 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 2 | – |
| People on Advicer.bio | 2 | 2 | 3 |
From each firm's latest Form ADV (Sep 2026, Mar 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.