New York, NY | Dewitt, NY | ||
|---|---|---|---|
| Assets under management | $4.6M | $4.9M | $4.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 1 | 16 | 9 |
| Assets per client | $4.6M | $305K | $536K |
| Clients per advisor | 1 | 16 | 9 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2025 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | – | 1 |
From each firm's latest Form ADV (Mar 2026, Apr 2026, Mar 2025). 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.