New York, NY | New York, NY | ||
|---|---|---|---|
| Assets under management | $105.2M | $111M | $99.9M |
| Asset growth, last 2 years | +46% | +9% | −11% |
| Advisory staff | 1 | 0 | 1 |
| Individual clients | 87 | – | 19 |
| Assets per client | $1.2M | – | $5.3M |
| Clients per advisor | 87 | – | 19 |
| Main custodian | Interactive Brokers | – | – |
| Filing with the SEC since | 2021 | 2019 | 2014 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 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.