Fairfield, CT | Bothell, WA | ||
|---|---|---|---|
| Assets under management | $45.4M | $47.7M | $43.1M |
| Asset growth, last 2 years | – | +51% | +15% |
| Advisory staff | 1 | 3 | 2 |
| Individual clients | 18 | 54 | 76 |
| Assets per client | $2.5M | $883K | $567K |
| Clients per advisor | 18 | 18 | 38 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2012 or earlier | 2012 or earlier |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | 3 | 2 |
From each firm's latest Form ADV (Jul 2026, Jun 2026, Sep 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.