Woodland Hills, CA | San Francisco, CA | Berkeley, CA | |
|---|---|---|---|
| Assets under management | $329.6M | $346.7M | $312.1M |
| Asset growth, last 2 years | +33% | +78% | +9% |
| Advisory staff | 2 | 6 | 3 |
| Individual clients | 127 | 141 | 223 |
| Assets per client | $2.6M | $2.5M | $1.4M |
| Clients per advisor | 64 | 24 | 74 |
| Main custodian | Schwab | Schwab | Schwab |
| Filing with the SEC since | 2012 or earlier | 2021 | 2016 |
| Tools in their stack | – | 3 | – |
| People on Advicer.bio | 2 | 5 | 3 |
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.