Fountain Hills, AZ | Phoenix, AZ | Mesa, AZ | |
|---|---|---|---|
| Assets under management | $55.2M | $58.2M | $58M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 6 |
| Individual clients | 88 | 69 | 478 |
| Assets per client | $627K | $844K | $121K |
| Clients per advisor | 88 | 69 | 80 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 1 | 2 |
| People on Advicer.bio | 1 | 1 | 4 |
From each firm's latest Form ADV (Aug 2026, Mar 2026, Feb 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.