Newport Beach, CA | |||
|---|---|---|---|
| Assets under management | $14K | $15K | $15K |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 1 | 0 | 90 |
| Assets per client | $14K | – | $166.66666666666666 |
| Clients per advisor | 1 | – | 90 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, May 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.