Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.
La Mesa, CA | |||
|---|---|---|---|
| Assets under management | $38.3M | $40.3M | $40.3M |
| Asset growth, last 2 years | – | – | +37% |
| Advisory staff | 3 | 1 | 2 |
| Individual clients | 43 | 13 | 137 |
| Assets per client | $892K | $3.1M | $294K |
| Clients per advisor | 14 | 13 | 69 |
| Main custodian | – | – | SEI |
| Filing with the SEC since | 2026 | 2026 | 2012 or earlier |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 3 | 2 | 2 |
From each firm's latest Form ADV (Jan 2026, Mar 2026, Jul 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.
0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.
Custodians on Form ADV: Portfolio Audit, LLC: none listed · Williams 360 Financial Advisory, LLC: none listed · Alpha & Omega: SEI, Fidelity