Woodbury, NY | |||
|---|---|---|---|
| Assets under management | $15.1M | $15.8M | $14.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 5 | 1 |
| Individual clients | 37 | 40 | 42 |
| Assets per client | $407K | $396K | $340K |
| Clients per advisor | 37 | 8 | 42 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 4 | – | – |
| People on Advicer.bio | 1 | 5 | – |
From each firm's latest Form ADV (Mar 2026, Jun 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.