Portola Hills, CA | Newport Beach, CA | ||
|---|---|---|---|
| Assets under management | $132K | $150K | $140K |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 0 | 0 | 7 |
| Assets per client | – | – | $20K |
| Clients per advisor | – | – | 7 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 1 | 2 | – |
From each firm's latest Form ADV (Feb 2026, Oct 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.