Honolulu, HI | Pasadena, CA | ||
|---|---|---|---|
| Assets under management | $41.3M | $43.4M | $39.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 3 | 1 |
| Individual clients | 61 | 70 | 47 |
| Assets per client | $677K | $620K | $835K |
| Clients per advisor | 31 | 23 | 47 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2025 | 2026 | 2026 |
| Tools in their stack | – | 2 | – |
| People on Advicer.bio | 2 | 3 | 1 |
From each firm's latest Form ADV (Jul 2025, Feb 2026, Jun 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.