Stamford, CT | |||
|---|---|---|---|
| Assets under management | $37.1M | $39M | $35.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 44 | 20 | 25 |
| Assets per client | $844K | $1.9M | $1.4M |
| Clients per advisor | 44 | 20 | 13 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2025 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Jul 2026, Mar 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.