Stamford, CT | |||
|---|---|---|---|
| Assets under management | $46.4M | $48.8M | $48.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 48 | 28 | 48 |
| Assets per client | $967K | $1.7M | $1M |
| Clients per advisor | 24 | 28 | 48 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 3 | 1 |
| People on Advicer.bio | 3 | 1 | 1 |
From each firm's latest Form ADV (Oct 2026, 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.