San Gabriel, CA | Norwalk, CA | San Francisco, CA | |
|---|---|---|---|
| Assets under management | $3.2M | $3.5M | $3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 0 | 1 | 1 |
| Individual clients | 20 | 36 | 18 |
| Assets per client | $162K | $96K | $169K |
| Clients per advisor | – | 36 | 18 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 3 | 2 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Jan 2026, Apr 2026, Sep 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.