New York, NY | Newark, NJ | ||
|---|---|---|---|
| Assets under management | $45K | $50K | $40K |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 0 | 1 |
| Individual clients | – | – | 2 |
| Assets per client | – | – | $20K |
| Clients per advisor | – | – | 2 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2021 | 2025 |
| Tools in their stack | 3 | – | 1 |
| People on Advicer.bio | 1 | – | – |
From each firm's latest Form ADV (Jun 2026, Mar 2021, Apr 2025). 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.