San Juan, PR | Red Bank, NJ | Centennial, CO | |
|---|---|---|---|
| Assets under management | $1.06B | $1.11B | $1.11B |
| Asset growth, last 2 years | +26% | +96% | +50% |
| Advisory staff | 8 | 7 | 7 |
| Individual clients | 1,921 | 429 | 446 |
| Assets per client | $552K | $2.6M | $2.5M |
| Clients per advisor | 240 | 61 | 64 |
| Main custodian | Fidelity | Fidelity | – |
| Filing with the SEC since | 2019 | 2013 | 2012 or earlier |
| Tools in their stack | 1 | 1 | 2 |
| People on Advicer.bio | 9 | 4 | 8 |
From each firm's latest Form ADV (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.