Tustin, CA | Emeryville, CA | San Jose, CA | |
|---|---|---|---|
| Assets under management | $16.7M | $17.6M | $17.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 143 | 50 | 42 |
| Assets per client | $116K | $352K | $422K |
| Clients per advisor | 72 | 50 | 42 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Mar 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.