Monrovia, CA | Estero, FL | ||
|---|---|---|---|
| Assets under management | $2.9M | $3.1M | $3.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 3 |
| Individual clients | 13 | – | 18 |
| Assets per client | $224K | – | $170K |
| Clients per advisor | 13 | – | 6 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 2 | – |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Jun 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.