Anaheim, CA | |||
|---|---|---|---|
| Assets under management | $254.4M | $267.3M | $267.1M |
| Asset growth, last 2 years | +82% | +33% | +43% |
| Advisory staff | 2 | 4 | 4 |
| Individual clients | 344 | 250 | 151 |
| Assets per client | $740K | $1.1M | $1.8M |
| Clients per advisor | 172 | 63 | 38 |
| Main custodian | Interactive Brokers | Schwab | Schwab |
| Filing with the SEC since | 2019 | 2012 or earlier | 2012 or earlier |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | 4 | 4 |
From each firm's latest Form ADV (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.