Sf, CA | Chatham, NJ | ||
|---|---|---|---|
| Assets under management | $81.7M | $85.8M | $77.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 3 | 2 |
| Individual clients | 48 | 54 | 63 |
| Assets per client | $1.7M | $1.6M | $1.2M |
| Clients per advisor | 24 | 18 | 32 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 2 | 3 | 2 |
From each firm's latest Form ADV (Mar 2026, Jul 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.