New York, NY | New York, NY | The Woodlands, TX | |
|---|---|---|---|
| Assets under management | $29.5M | $31.1M | $31M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 2 |
| Individual clients | 40 | 70 | 49 |
| Assets per client | $739K | $444K | $633K |
| Clients per advisor | 20 | 70 | 25 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 3 | 1 | 1 |
From each firm's latest Form ADV (Jun 2026, 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.