Laguna Hills, CA | Duluth, GA | ||
|---|---|---|---|
| Assets under management | $1.6M | $1.7M | $1.6M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 5 | 5 | 5 |
| Assets per client | $330K | $347K | $313K |
| Clients per advisor | 5 | 3 | 5 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2023 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | 2 | – |
From each firm's latest Form ADV (Feb 2026, Mar 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.