New York, NY | Brooklyn, NY | ||
|---|---|---|---|
| Assets under management | $27.2M | $28.8M | $25.8M |
| Asset growth, last 2 years | +42% | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 27 | 125 | 47 |
| Assets per client | $1M | $230K | $550K |
| Clients per advisor | 27 | 63 | 47 |
| Main custodian | Schwab | – | – |
| Filing with the SEC since | 2012 or earlier | 2026 | 2026 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Mar 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.