White Plains, NY | New York, NY | New York, NY | |
|---|---|---|---|
| Assets under management | $2.07B | $2.21B | $2.2B |
| Asset growth, last 2 years | +67% | +25% | +27% |
| Advisory staff | 16 | 9 | 6 |
| Individual clients | 504 | 742 | – |
| Assets per client | $4.1M | $3M | – |
| Clients per advisor | 32 | 82 | – |
| Main custodian | Fidelity | Schwab | Nydig Trust Company LLC |
| Filing with the SEC since | 2012 or earlier | 2012 or earlier | 2021 |
| Tools in their stack | 1 | – | 1 |
| People on Advicer.bio | 15 | 4 | – |
From each firm's latest Form ADV (Mar 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.