Brea, CA | Chino Hills, CA | Ontario, CA | |
|---|---|---|---|
| Assets under management | $9.1M | $9.6M | $8.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 46 | 40 | 34 |
| Assets per client | $198K | $241K | $251K |
| Clients per advisor | 46 | 40 | 34 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 7 | – | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Apr 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.