Sherman Oaks, CA | San Diego, CA | Boston, MA | |
|---|---|---|---|
| Assets under management | $42.4M | $44.6M | $44.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 64 | 159 | 127 |
| Assets per client | $663K | $281K | $351K |
| Clients per advisor | 64 | 80 | 127 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 2 | 1 |
| People on Advicer.bio | 1 | 2 | 1 |
From each firm's latest Form ADV (Sep 2026, 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.