Laguna Hills, CA | Monrovia, CA | ||
|---|---|---|---|
| Assets under management | $2.9M | $3.1M | $2.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 29 | – | 26 |
| Assets per client | $99K | – | $105K |
| Clients per advisor | 29 | – | 26 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2023 |
| Tools in their stack | 1 | 2 | 2 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Jan 2026, Jun 2026, Jun 2023). 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.