Newport Beach, CA | Claremont, CA | Danville, CA | |
|---|---|---|---|
| Assets under management | $417.6M | $442.7M | $443.2M |
| Asset growth, last 2 years | +262% | +40% | – |
| Advisory staff | 2 | 3 | 3 |
| Individual clients | 73 | 669 | 121 |
| Assets per client | $5.7M | $662K | $3.7M |
| Clients per advisor | 37 | 223 | 40 |
| Main custodian | Fidelity | Schwab | Fidelity |
| Filing with the SEC since | 2024 | 2012 or earlier | 2023 |
| Tools in their stack | 2 | – | 1 |
| People on Advicer.bio | 3 | 7 | 2 |
From each firm's latest Form ADV (Oct 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.