San Mateo, CA | Menlo Park, CA | La Jolla, CA | |
|---|---|---|---|
| Assets under management | $20.7M | $21.9M | $19.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 30 | 36 | 20 |
| Assets per client | $690K | $609K | $973K |
| Clients per advisor | 30 | 36 | 20 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Jun 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.