Redding, CA | San Rafael, CA | Bakersfield, CA | |
|---|---|---|---|
| Assets under management | $43.4M | $45.8M | $46M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 3 |
| Individual clients | 53 | 44 | 82 |
| Assets per client | $819K | $1M | $561K |
| Clients per advisor | 53 | 44 | 27 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 1 | 1 | 4 |
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.