AUM by filing
$82M2023
$123M2024
$230M2025
$393M2026
Clients by filing
932023
1262024
2342025
2742026
Key people
- RF
Ross FedeniaFounder, Chief Executive OfficerOwner · 5 years at the firm
in - DR
Dave ReichertChief Compliance OfficerOwner · 1 year at the firm
in - MF
Mark FedeniaDirector of Investments10 years at the firm
in - CF
Cynthia FarnsworthSenior Wealth Advisor3 years at the firm
in
Against the list
- MeasureThis firmList median
- AUM growth219%104%
- Client growth118%43%
- People107
- AUM per person$39.3M$49.7M
Rank by measure
- Official rankNo. 3219%
- Client growthNo. 10118%
- AUM added per personNo. 49$27.0M
- AUM per personNo. 70$39.3M