Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.
Palo Alto, CA | Irvine, CA | ||
|---|---|---|---|
| Assets under management | $7M | $7.4M | $6.6M |
| Asset growth, last 2 years | −27% | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 17 | – | 7 |
| Assets per client | $412K | – | $949K |
| Clients per advisor | 17 | – | 7 |
| Main custodian | Mtg, LLC | – | – |
| Filing with the SEC since | 2020 | 2026 | 2026 |
| Tools in their stack | – | 2 | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Jan 2026, Aug 2026, 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.
0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.
Custodians on Form ADV: Ententvest Inc.: Mtg, LLC · Centerpoint Financial Management LLC: none listed · Brockelsby Investment Services: none listed