Danville, CA | Monrovia, CA | Torrance, CA | |
|---|---|---|---|
| Assets under management | $55.2M | $58.3M | $58.4M |
| Asset growth, last 2 years | – | +46% | – |
| Advisory staff | 1 | 31 | 1 |
| Individual clients | 46 | 114 | 36 |
| Assets per client | $1.2M | $512K | $1.6M |
| Clients per advisor | 46 | 4 | 36 |
| Main custodian | – | Schwab | – |
| Filing with the SEC since | 2026 | 2023 | 2026 |
| Tools in their stack | – | – | 3 |
| People on Advicer.bio | 1 | 33 | 1 |
From each firm's latest Form ADV (Mar 2026, Sep 2026, 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.