Laguna Hills, CA | Danville, CA | San Rafael, CA | |
|---|---|---|---|
| Assets under management | $47.6M | $50M | $45.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 129 | 45 | 33 |
| Assets per client | $369K | $1.1M | $1.4M |
| Clients per advisor | 129 | 45 | 33 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 2 | 1 |
| People on Advicer.bio | 1 | – | – |
From each firm's latest Form ADV (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.