Zurich | Carlsbad, CA | ||
|---|---|---|---|
| Assets under management | $488.5M | $513.2M | $463.7M |
| Asset growth, last 2 years | +69% | +33% | +22% |
| Advisory staff | 6 | 3 | 4 |
| Individual clients | 55 | 99 | 374 |
| Assets per client | $8.9M | $5.2M | $1.2M |
| Clients per advisor | 9 | 33 | 94 |
| Main custodian | Banque Pictet & Cie Sa | Fidelity | Schwab |
| Filing with the SEC since | 2012 or earlier | 2020 | 2012 or earlier |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | – | 3 | 4 |
From each firm's latest Form ADV (Feb 2026, Sep 2026, Aug 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.