Loomis, CA | |||
|---|---|---|---|
| Assets under management | $18.9M | $19.9M | $18M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 15 | 43 | 30 |
| Assets per client | $1.3M | $462K | $599K |
| Clients per advisor | 15 | 43 | 30 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 4 | – | – |
| People on Advicer.bio | 1 | – | 1 |
From each firm's latest Form ADV (Aug 2026, Jul 2026, Feb 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.