Indian Wells, CA | Whittier, CA | San Francisco, CA | |
|---|---|---|---|
| Assets under management | $251M | $265.7M | $238.4M |
| Asset growth, last 2 years | +33% | +58% | +33% |
| Advisory staff | 2 | 3 | 2 |
| Individual clients | 251 | 659 | 65 |
| Assets per client | $1M | $403K | $3.7M |
| Clients per advisor | 126 | 220 | 33 |
| Main custodian | Schwab | Schwab | – |
| Filing with the SEC since | 2017 | 2021 | 2023 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 2 | 3 | 2 |
From each firm's latest Form ADV (Jan 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.