Novato, CA | Pasadena, CA | Menlo Park, CA | |
|---|---|---|---|
| Assets under management | $170.8M | $180M | $161.3M |
| Asset growth, last 2 years | +28% | – | +10% |
| Advisory staff | 6 | 2 | 3 |
| Individual clients | 83 | 37 | 59 |
| Assets per client | $2.1M | $4.9M | $2.7M |
| Clients per advisor | 14 | 19 | 20 |
| Main custodian | Pacific Premier Trust Company | Fidelity | Schwab |
| Filing with the SEC since | 2021 | 2024 | 2012 or earlier |
| Tools in their stack | – | 1 | 2 |
| People on Advicer.bio | 6 | 2 | 1 |
From each firm's latest Form ADV (Aug 2026, Mar 2026, Apr 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.