San Marcos, CA | |||
|---|---|---|---|
| Assets under management | $17.1M | $18M | $16.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 45 | 23 | 6 |
| Assets per client | $381K | $784K | $2.7M |
| Clients per advisor | 45 | 23 | 6 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | 5 | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Mar 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.