Corona, CA | Campbell, CA | Hartford, CT | |
|---|---|---|---|
| Assets under management | $111K | $130K | $103K |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 11 | 1 | – |
| Assets per client | $10K | $130K | – |
| Clients per advisor | 11 | 1 | – |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2023 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (Mar 2026, Jul 2026, Mar 2023). 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.