Orange, CA | San Jose, CA | San Diego, CA | |
|---|---|---|---|
| Assets under management | $692.8M | $732.9M | $742.2M |
| Asset growth, last 2 years | +32% | +53% | +36% |
| Advisory staff | 2 | 2 | 5 |
| Individual clients | 529 | 336 | 462 |
| Assets per client | $1.3M | $2.2M | $1.6M |
| Clients per advisor | 265 | 168 | 92 |
| Main custodian | American Funds Service Company | Fidelity | Schwab |
| Filing with the SEC since | 2016 | 2012 or earlier | 2013 |
| Tools in their stack | 1 | 2 | – |
| People on Advicer.bio | 2 | 2 | 5 |
From each firm's latest Form ADV (Sep 2026, Oct 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.