Warwick, RI | |||
|---|---|---|---|
| Assets under management | $13.4M | $14.1M | $14.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 8 | 13 | 64 |
| Assets per client | $1.7M | $1.1M | $220K |
| Clients per advisor | 8 | 13 | 32 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2024 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Feb 2024, Feb 2026, Aug 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.