Newtown, PA | Lincoln, MA | Lake Oswego, OR | |
|---|---|---|---|
| Assets under management | $137.8M | $144.8M | $144.7M |
| Asset growth, last 2 years | −2% | −31% | +52% |
| Advisory staff | 1 | 4 | 2 |
| Individual clients | 109 | 443 | 203 |
| Assets per client | $1.3M | $327K | $713K |
| Clients per advisor | 109 | 111 | 102 |
| Main custodian | Fidelity | Axos Clearing | Pershing |
| Filing with the SEC since | 2020 | 2012 or earlier | 2022 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 2 | 11 | 1 |
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.