AUM by filing
$181M2023
$321M2024
$521M2025
$735M2026
Clients by filing
3472023
4382024
6952025
8872026
Key people
- NS
Nick StengerCEO & Financial AdvisorOwner · 4 years at the firm
in - JH
Julia HuebnerDirector, Client OperationsOwner · 3 years at the firm
in - AF
Audrey FeldpauschVice President, Financial Advisor3 years at the firm
in
Against the list
- MeasureThis firmList median
- AUM growth129%104%
- Client growth103%43%
- People107
- AUM per person$73.5M$49.7M
Rank by measure
- Official rankNo. 30129%
- Client growthNo. 14103%
- AUM added per personNo. 25$41.4M
- AUM per personNo. 31$73.5M