Hanford, CA | |||
|---|---|---|---|
| Assets under management | $13M | $13.6M | $13.6M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 3 | 1 | 1 |
| Individual clients | 149 | 58 | 38 |
| Assets per client | $87K | $235K | $358K |
| Clients per advisor | 50 | 58 | 38 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 5 |
| People on Advicer.bio | 3 | – | 1 |
From each firm's latest Form ADV (Sep 2026, Apr 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.