Pasadena, CA | El Dorado Hills, CA | Scottsdale, AZ | |
|---|---|---|---|
| Assets under management | $39.3M | $41.6M | $41.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 47 | 61 | 174 |
| Assets per client | $835K | $682K | $237K |
| Clients per advisor | 47 | 61 | 87 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 1 | 1 | 2 |
From each firm's latest Form ADV (Jun 2026, Mar 2026, Sep 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.