North Kingstown, RI | North Kingstown, RI | Diamond Bar, CA | |
|---|---|---|---|
| Assets under management | $67.6M | $71.4M | $64.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 3 |
| Individual clients | 38 | 69 | 126 |
| Assets per client | $1.8M | $1M | $509K |
| Clients per advisor | 19 | 69 | 42 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 3 | 1 | – |
| People on Advicer.bio | 2 | 1 | 3 |
From each firm's latest Form ADV (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.