Palo Alto, CA | |||
|---|---|---|---|
| Assets under management | $59.8M | $62.9M | $56.8M |
| Asset growth, last 2 years | +9% | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 2 | 27 | 30 |
| Assets per client | $29.9M | $2.3M | $1.9M |
| Clients per advisor | 1 | 27 | 30 |
| Main custodian | Schwab | – | – |
| Filing with the SEC since | 2018 | 2026 | 2026 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (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.