Marina Del Rey, CA | Santa Monica, CA | Longwood, FL | |
|---|---|---|---|
| Assets under management | $58.5M | $61.5M | $55.6M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 2 |
| Individual clients | 78 | 26 | 111 |
| Assets per client | $750K | $2.4M | $501K |
| Clients per advisor | 78 | 26 | 56 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 4 | – |
| People on Advicer.bio | 1 | 1 | 2 |
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.