Rochester, NY | Coral Gables, FL | ||
|---|---|---|---|
| Assets under management | $15.8M | $16.6M | $14.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 73 | 59 | 76 |
| Assets per client | $216K | $281K | $197K |
| Clients per advisor | 73 | 59 | 38 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Jun 2026, Feb 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.