San Ramon, CA | |||
|---|---|---|---|
| Assets under management | $2.1M | $2.2M | $2.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 13 | 1 | 11 |
| Assets per client | $163K | $2.2M | $202K |
| Clients per advisor | 13 | 1 | 11 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2024 | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Feb 2026, Apr 2024, Aug 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.