Glendale, CA | Orange, CA | Mill Valley, CA | |
|---|---|---|---|
| Assets under management | $67.5M | $71.2M | $70.9M |
| Asset growth, last 2 years | – | – | +151% |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 82 | 92 | 445 |
| Assets per client | $823K | $774K | $159K |
| Clients per advisor | 82 | 92 | 445 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2012 or earlier |
| Tools in their stack | – | 4 | 1 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Mar 2026, Aug 2026, Jun 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.