Newport Beach, CA | |||
|---|---|---|---|
| Assets under management | $8.6M | $9M | $8.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 22 | 39 | 12 |
| Assets per client | $390K | $231K | $677K |
| Clients per advisor | 22 | 20 | 12 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (Aug 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.