Edina, MN | Warwick, RI | ||
|---|---|---|---|
| Assets under management | $47.9M | $50.3M | $45.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 3 |
| Individual clients | 68 | 79 | 186 |
| Assets per client | $704K | $637K | $244K |
| Clients per advisor | 68 | 79 | 62 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 4 | – | – |
| People on Advicer.bio | 1 | 2 | 3 |
From each firm's latest Form ADV (Jan 2026, Apr 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.