Lone Tree, CO | |||
|---|---|---|---|
| Assets under management | $25M | $26.3M | $23.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 3 |
| Individual clients | 153 | 5 | 26 |
| Assets per client | $164K | $5.3M | $914K |
| Clients per advisor | 77 | 5 | 9 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2024 |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 2 | 1 | 4 |
From each firm's latest Form ADV (Sep 2026, Mar 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.