Thousand Oaks, CA | |||
|---|---|---|---|
| Assets under management | $35.7M | $37.5M | $33.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 4 | 2 |
| Individual clients | 12 | 172 | 67 |
| Assets per client | $3M | $218K | $506K |
| Clients per advisor | 12 | 43 | 34 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 3 | – |
| People on Advicer.bio | 1 | 4 | 2 |
From each firm's latest Form ADV (Mar 2026, May 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.