Wethersfield, CT | Strasburg, PA | ||
|---|---|---|---|
| Assets under management | $67.3M | $70.7M | $63.9M |
| Asset growth, last 2 years | – | +72% | – |
| Advisory staff | 2 | 1 | 2 |
| Individual clients | 47 | 42 | 171 |
| Assets per client | $1.4M | $1.7M | $373K |
| Clients per advisor | 24 | 42 | 86 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2012 or earlier | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 2 | 1 | 2 |
From each firm's latest Form ADV (May 2026, Dec 2025, 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.