Laguna Niguel, CA | |||
|---|---|---|---|
| Assets under management | $18.4M | $19.4M | $17.5M |
| Asset growth, last 2 years | – | +14% | – |
| Advisory staff | 1 | 2 | 1 |
| Individual clients | 20 | 44 | 29 |
| Assets per client | $922K | $440K | $603K |
| Clients per advisor | 20 | 22 | 29 |
| Main custodian | – | Schwab | – |
| Filing with the SEC since | 2026 | 2020 | 2026 |
| Tools in their stack | 2 | 1 | 2 |
| People on Advicer.bio | 1 | 2 | 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.