Stamford, CT | Valley Stream, NY | ||
|---|---|---|---|
| Assets under management | $37.1M | $39M | $39M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 60 | 20 | 110 |
| Assets per client | $619K | $1.9M | $355K |
| Clients per advisor | 30 | 20 | 110 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2025 | 2026 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Mar 2025, Jan 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.