Calabasas, CA | Oakland, CA | Pleasant Hill, CA | |
|---|---|---|---|
| Assets under management | $54.2M | $57M | $57.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 56 | 60 | 71 |
| Assets per client | $967K | $950K | $807K |
| Clients per advisor | 56 | 60 | 71 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | – | 3 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Aug 2026, Feb 2026, Jan 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.