Los Altos, CA | San Francisco, CA | Rolling Hills Estates, CA | |
|---|---|---|---|
| Assets under management | $105.4M | $112.3M | $100.1M |
| Asset growth, last 2 years | +13% | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 109 | 122 | 17 |
| Assets per client | $967K | $920K | $5.9M |
| Clients per advisor | 55 | 122 | 17 |
| Main custodian | The Huntington Investment Company | – | – |
| Filing with the SEC since | 2012 or earlier | 2026 | 2026 |
| Tools in their stack | – | 4 | 1 |
| People on Advicer.bio | 2 | 1 | 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.