Chandler, AZ | Chandler, AZ | Scottsdale, AZ | |
|---|---|---|---|
| Assets under management | $88.7M | $93.2M | $93.1M |
| Asset growth, last 2 years | – | – | +72% |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 216 | 90 | 114 |
| Assets per client | $411K | $1M | $817K |
| Clients per advisor | 108 | 90 | 114 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2012 or earlier |
| Tools in their stack | 2 | – | 1 |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Sep 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.