Bloomsbury, NJ | San Luis Obispo, CA | ||
|---|---|---|---|
| Assets under management | $21.4M | $22.4M | $20.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 7 | 79 | 73 |
| Assets per client | $3.1M | $284K | $278K |
| Clients per advisor | 7 | 79 | 73 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | – | 2 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Aug 2026, Sep 2026, 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.