Brighton, MI | Livonia, MI | Los Angeles, CA | |
|---|---|---|---|
| Assets under management | $65.2M | $68.6M | $68.5M |
| Asset growth, last 2 years | – | – | +91% |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 218 | 66 | 27 |
| Assets per client | $299K | $1M | $2.5M |
| Clients per advisor | 218 | 66 | 27 |
| Main custodian | – | – | Schwab |
| Filing with the SEC since | 2026 | 2026 | 2018 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Mar 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.