Redding, CA | |||
|---|---|---|---|
| Assets under management | $65M | $68.3M | $68.3M |
| Asset growth, last 2 years | +23% | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 6 | 149 | 26 |
| Assets per client | $10.8M | $458K | $2.6M |
| Clients per advisor | 6 | 149 | 26 |
| Main custodian | Muriel Siebert & Co., Inc. | – | – |
| Filing with the SEC since | 2020 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 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.