Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.
Albany, NY | New York, NY | Albany, NY | |
|---|---|---|---|
| Assets under management | $678K | $726K | $715K |
| Asset growth, last 2 years | +333% | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 7 | 2 | 9 |
| Assets per client | $97K | $363K | $79K |
| Clients per advisor | 4 | 2 | 9 |
| Main custodian | Fidelity | – | – |
| Filing with the SEC since | 2016 | 2026 | 2026 |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Aug 2026, May 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.
0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.
Custodians on Form ADV: The Affinity Group, LLC: Fidelity · Alpha Inertia Capital: none listed · Duomo Capital: none listed