Derwood, MD | |||
|---|---|---|---|
| Assets under management | $2.3M | $2.4M | $2.4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | – | 9 | 20 |
| Assets per client | – | $272K | $122K |
| Clients per advisor | – | 9 | 20 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2024 | 2026 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Sep 2026, Feb 2024, May 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.