San Diego, CA | Menlo Park, CA | Orange, CA | |
|---|---|---|---|
| Assets under management | $59.8M | $62.9M | $63.1M |
| Asset growth, last 2 years | – | −35% | – |
| Advisory staff | 1 | 2 | 2 |
| Individual clients | 121 | 54 | 124 |
| Assets per client | $494K | $1.2M | $509K |
| Clients per advisor | 121 | 27 | 62 |
| Main custodian | – | Axos Clearing | – |
| Filing with the SEC since | 2026 | 2015 | 2026 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 1 | 2 | 2 |
From each firm's latest Form ADV (Mar 2026, Apr 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.