Bay City, MI | West Hartford, CT | ||
|---|---|---|---|
| Assets under management | $18M | $18.9M | $18.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 23 | 76 | 42 |
| Assets per client | $784K | $249K | $451K |
| Clients per advisor | 23 | 76 | 42 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2025 |
| Tools in their stack | 5 | 1 | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Sep 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.