El Segundo, CA | |||
|---|---|---|---|
| Assets under management | $318.2M | $334.4M | $301.7M |
| Asset growth, last 2 years | +59% | – | +19% |
| Advisory staff | 5 | 1 | 2 |
| Individual clients | 157 | 217 | 115 |
| Assets per client | $2M | $1.5M | $2.6M |
| Clients per advisor | 31 | 217 | 58 |
| Main custodian | Schwab | – | Fidelity |
| Filing with the SEC since | 2019 | 2024 | 2012 or earlier |
| Tools in their stack | 4 | 1 | – |
| People on Advicer.bio | 5 | 1 | 1 |
From each firm's latest Form ADV (May 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.