Laguna Hills, CA | |||
|---|---|---|---|
| Assets under management | $3.9M | $4.1M | $3.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 19 | 3 | 58 |
| Assets per client | $206K | $1.4M | $64K |
| Clients per advisor | 19 | 3 | 58 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Feb 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.