San Diego, CA | Pleasanton, CA | ||
|---|---|---|---|
| Assets under management | $36.3M | $38.4M | $38.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 3 | 1 | 2 |
| Individual clients | 75 | 44 | 52 |
| Assets per client | $484K | $872K | $734K |
| Clients per advisor | 25 | 44 | 26 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 2 | 1 | 3 |
From each firm's latest Form ADV (Jun 2026, Aug 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.