Idaho Falls, ID | Lisle, IL | ||
|---|---|---|---|
| Assets under management | $56.8M | $59.7M | $59.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 5 |
| Individual clients | 106 | 78 | 191 |
| Assets per client | $536K | $765K | $313K |
| Clients per advisor | 106 | 78 | 38 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 5 | – |
| People on Advicer.bio | 1 | 1 | 5 |
From each firm's latest Form ADV (Aug 2026, 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.