Fiduciary, Fee-Only Registered Investment Advisor based in Manhattan offering fiduciary, fee-only asset management to individuals, families, non-profits, and institutional clients, indicating potential interest in HNW individuals, endowments, and family offices seeking transparent fee structures.

Boutique Scale Small firm with 2-10 employees, suggesting agility and personalized service; a potential fit for outsource services, advisory partnerships, or technology and back-office solutions tailored to boutique asset managers.

Tech Stack Uses WordPress, MySQL, jQuery, and standard web/server technologies; opportunities exist to offer modern marketing automation, cybersecurity enhancements, data analytics, or CRM integrations to improve client acquisition and operational efficiency.

Revenue Range Reported annual revenue in the $1M–$10M range; potential to discuss scalable admin, compliance, and technology platforms that support growth, onboarding, and fiduciary compliance for a growing practice.

Market Positioning Competitors include mid-to-large independent shops; potential for differentiation through enhanced ESG/SRI offerings, robust reporting, or curated product access partnerships to strengthen competitive edge and client value proposition.