Millbrae, CA | Alamo, CA | Whittier, CA | |
|---|---|---|---|
| Assets under management | $280M | $296.9M | $265.7M |
| Asset growth, last 2 years | +35% | +44% | +58% |
| Advisory staff | 2 | 3 | 3 |
| Individual clients | 50 | 190 | 659 |
| Assets per client | $5.6M | $1.6M | $403K |
| Clients per advisor | 25 | 63 | 220 |
| Main custodian | Schwab | Schwab | Schwab |
| Filing with the SEC since | 2022 | 2012 or earlier | 2021 |
| Tools in their stack | 2 | 1 | – |
| People on Advicer.bio | 2 | 2 | 3 |
From each firm's latest Form ADV (Aug 2026, Sep 2026, Mar 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.