Pasadena, CA | San Diego, CA | Thousand Oaks, CA | |
|---|---|---|---|
| Assets under management | $180M | $190.2M | $191M |
| Asset growth, last 2 years | – | +50% | +6% |
| Advisory staff | 2 | 3 | 2 |
| Individual clients | 37 | 100 | 94 |
| Assets per client | $4.9M | $1.9M | $2M |
| Clients per advisor | 19 | 33 | 47 |
| Main custodian | Fidelity | Schwab | Fidelity |
| Filing with the SEC since | 2024 | 2012 or earlier | 2019 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 2 | 3 | 2 |
From each firm's latest Form ADV (Mar 2026, Sep 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.