Sacramento, CA | Pasadena, CA | Breckenridge, CO | |
|---|---|---|---|
| Assets under management | $4.5M | $4.8M | $4.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 10 | 13 | 32 |
| Assets per client | $453K | $371K | $149K |
| Clients per advisor | 10 | 13 | 32 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 4 | 2 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Jan 2026, Feb 2026, Mar 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.