Palm Desert, CA | Folsom, CA | ||
|---|---|---|---|
| Assets under management | $7.9M | $8.3M | $7.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 29 | 29 | 6 |
| Assets per client | $272K | $287K | $1.2M |
| Clients per advisor | 29 | 29 | 3 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 1 | 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.