Brooklyn, NY | Dallas, TX | Salisbury, CT | |
|---|---|---|---|
| Assets under management | $162K | $174K | $154K |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 9 | – | 1 |
| Assets per client | $18K | – | $154K |
| Clients per advisor | 9 | – | 1 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2025 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, May 2026, Mar 2025). 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.