Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.
Mesa, AZ | |||
|---|---|---|---|
| Assets under management | $17M | $17.9M | $17.9M |
| Asset growth, last 2 years | – | – | −98% |
| Advisory staff | 1 | 1 | 23 |
| Individual clients | 21 | 32 | 74 |
| Assets per client | $810K | $558K | $242K |
| Clients per advisor | 21 | 32 | 3 |
| Main custodian | – | – | Schwab |
| Filing with the SEC since | 2026 | 2026 | 2012 or earlier |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | 1 | 27 |
From each firm's latest Form ADV (Jan 2026, Feb 2026, Jun 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.
0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.
Custodians on Form ADV: Springhouse Financial, LLC: none listed · Towne Investments LLC: none listed · Public Safety Financial/Galloway: Schwab, Pershing