Costa Mesa, CA | |||
|---|---|---|---|
| Assets under management | $27.7M | $29.1M | $29.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 4 | 2 |
| Individual clients | 29 | 104 | 119 |
| Assets per client | $955K | $280K | $245K |
| Clients per advisor | 29 | 26 | 60 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | 3 | 2 |
From each firm's latest Form ADV (Mar 2026, May 2026, Aug 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.