Palo Alto, CA | |||
|---|---|---|---|
| Assets under management | $318.2M | $334.4M | $334.2M |
| Asset growth, last 2 years | +19% | – | +84% |
| Advisory staff | 8 | 1 | 4 |
| Individual clients | 220 | 217 | 448 |
| Assets per client | $1.4M | $1.5M | $746K |
| Clients per advisor | 28 | 217 | 112 |
| Main custodian | Schwab | – | Schwab |
| Filing with the SEC since | 2020 | 2024 | 2013 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 3 | 1 | 3 |
From each firm's latest Form ADV (Aug 2026, May 2026, Jun 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.