Monrovia, CA | Santa Rosa, CA | Laguna Hills, CA | |
|---|---|---|---|
| Assets under management | $3.1M | $3.3M | $2.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | – | 22 | 29 |
| Assets per client | – | $149K | $99K |
| Clients per advisor | – | 22 | 29 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | 1 | 1 |
| People on Advicer.bio | 1 | – | 1 |
From each firm's latest Form ADV (Jun 2026, Apr 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.