San Rafael, CA | Laguna Hills, CA | Valencia, CA | |
|---|---|---|---|
| Assets under management | $45.1M | $47.6M | $47.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 33 | 129 | 156 |
| Assets per client | $1.4M | $369K | $306K |
| Clients per advisor | 33 | 129 | 78 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | – | 2 |
| People on Advicer.bio | – | 1 | 2 |
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.