Altoona, PA | Philadelphia, PA | Boonton, NJ | |
|---|---|---|---|
| Assets under management | $32.3M | $34.2M | $30.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 4 | 1 | 1 |
| Individual clients | 130 | 25 | 36 |
| Assets per client | $249K | $1.4M | $852K |
| Clients per advisor | 33 | 25 | 36 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 4 | 1 | 1 |
From each firm's latest Form ADV (May 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.