Beverly Hills, CA | |||
|---|---|---|---|
| Assets under management | $47.8M | $50.3M | $45.4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 11 | 24 | 72 |
| Assets per client | $4.3M | $2.1M | $631K |
| Clients per advisor | 11 | 24 | 72 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2013 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Apr 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.