Valencia, CA | |||
|---|---|---|---|
| Assets under management | $9.8M | $10.3M | $10.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 35 | 16 | 64 |
| Assets per client | $281K | $646K | $162K |
| Clients per advisor | 35 | 8 | 64 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 3 | – | 2 |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (Mar 2026, Aug 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.