Burbank, CA | Sacramento, CA | San Clemente, CA | |
|---|---|---|---|
| Assets under management | $80.2M | $84.4M | $84.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 3 |
| Individual clients | 53 | 45 | 170 |
| Assets per client | $1.5M | $1.9M | $498K |
| Clients per advisor | 53 | 45 | 57 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 2 | 1 |
| People on Advicer.bio | 1 | 1 | 3 |
From each firm's latest Form ADV (Mar 2026, Feb 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.