Guaynabo, PR | Baton Rouge, LA | Fallbrook, CA | |
|---|---|---|---|
| Assets under management | $59.6M | $62.6M | $62.5M |
| Asset growth, last 2 years | – | +121% | – |
| Advisory staff | 1 | 2 | 3 |
| Individual clients | 49 | 58 | 108 |
| Assets per client | $1.2M | $1.1M | $579K |
| Clients per advisor | 49 | 29 | 36 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2012 or earlier | 2026 |
| Tools in their stack | – | 1 | 1 |
| People on Advicer.bio | 1 | 3 | 4 |
From each firm's latest Form ADV (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.