San Diego, CA | San Rafael, CA | ||
|---|---|---|---|
| Assets under management | $43.5M | $45.8M | $41.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 140 | 44 | 29 |
| Assets per client | $311K | $1M | $1.4M |
| Clients per advisor | 70 | 44 | 29 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 5 | – | – |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (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.