Yucaipa, CA | Los Angeles, CA | San Francisco, CA | |
|---|---|---|---|
| Assets under management | $900K | $999K | $1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 12 | – | 10 |
| Assets per client | $75K | – | $100K |
| Clients per advisor | 12 | – | 10 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2025 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | – | 1 | – |
From each firm's latest Form ADV (Jul 2026, Mar 2026, May 2025). 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.