Woodbury, MN | Orange, CA | Manhasset, NY | |
|---|---|---|---|
| Assets under management | $60M | $63.1M | $63.1M |
| Asset growth, last 2 years | – | – | +33% |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 142 | 124 | 48 |
| Assets per client | $423K | $509K | $1.3M |
| Clients per advisor | 142 | 62 | 48 |
| Main custodian | – | – | Utmost Worldwide Limited |
| Filing with the SEC since | 2026 | 2026 | 2018 |
| Tools in their stack | 1 | – | 4 |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (Jan 2026, Apr 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.