Mountain View, CA | |||
|---|---|---|---|
| Assets under management | $39.9M | $41.9M | $41.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 54 | 65 | 13 |
| Assets per client | $739K | $645K | $3.2M |
| Clients per advisor | 27 | 65 | 13 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | 4 | – |
| People on Advicer.bio | 3 | 1 | 1 |
From each firm's latest Form ADV (Apr 2026, 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.