Diamond Bar, CA | |||
|---|---|---|---|
| Assets under management | $6.6M | $6.9M | $7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 12 | 58 | 11 |
| Assets per client | $550K | $120K | $633K |
| Clients per advisor | 12 | 58 | 11 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2025 | 2026 | 2026 |
| Tools in their stack | – | – | 3 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Nov 2025, Feb 2026, Jun 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.