Boca Raton, FL | Naples, FL | Sunrise, FL | |
|---|---|---|---|
| Assets under management | $65.8M | $69.5M | $62.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | – | 65 | 187 |
| Assets per client | – | $1.1M | $333K |
| Clients per advisor | – | 65 | 94 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Mar 2026, Feb 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.