Danville, CA | Redwood City, CA | Newport Beach, CA | |
|---|---|---|---|
| Assets under management | $443.2M | $466.5M | $417.6M |
| Asset growth, last 2 years | – | +23% | +262% |
| Advisory staff | 3 | 2 | 2 |
| Individual clients | 121 | 25 | 73 |
| Assets per client | $3.7M | $18.7M | $5.7M |
| Clients per advisor | 40 | 13 | 37 |
| Main custodian | Fidelity | SEI | Fidelity |
| Filing with the SEC since | 2023 | 2012 or earlier | 2024 |
| Tools in their stack | 1 | – | 2 |
| People on Advicer.bio | 2 | 2 | 3 |
From each firm's latest Form ADV (Mar 2026, Oct 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.