Glendale, AZ | Newton, MA | Mesa, AZ | |
|---|---|---|---|
| Assets under management | $22.9M | $24M | $21.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 97 | 10 | 131 |
| Assets per client | $236K | $2.4M | $166K |
| Clients per advisor | 49 | 10 | 131 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Apr 2026, Jan 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.