Short Hills, NJ | Canton, OH | Salt Lake City, UT | |
|---|---|---|---|
| Assets under management | $91.1M | $95.7M | $86.6M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 62 | 86 | 145 |
| Assets per client | $1.5M | $1.1M | $597K |
| Clients per advisor | 31 | 86 | 145 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 3 | 1 | 1 |
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.