Phoenix, AZ | Mountain View, CA | ||
|---|---|---|---|
| Assets under management | $146.1M | $153.5M | $153.4M |
| Asset growth, last 2 years | +175% | +52% | +14% |
| Advisory staff | 2 | 2 | 18 |
| Individual clients | 69 | 129 | 1,043 |
| Assets per client | $2.1M | $1.2M | $147K |
| Clients per advisor | 35 | 65 | 58 |
| Main custodian | – | Fidelity | Pershing |
| Filing with the SEC since | 2012 or earlier | 2020 | 2022 |
| Tools in their stack | – | 3 | – |
| People on Advicer.bio | 2 | 2 | 4 |
From each firm's latest Form ADV (Sep 2026, Mar 2026, Jun 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.