Newport Beach, CA | Laguna Beach, CA | Tustin, CA | |
|---|---|---|---|
| Assets under management | $63.3M | $66.7M | $66.7M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 10 | 1 | 1 |
| Individual clients | 237 | 66 | 41 |
| Assets per client | $267K | $1M | $1.6M |
| Clients per advisor | 24 | 66 | 41 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 9 | – | 1 |
From each firm's latest Form ADV (Oct 2026, May 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.