Laguna Hills, CA | |||
|---|---|---|---|
| Assets under management | $98.5M | $103.4M | $93.5M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 3 | 2 |
| Individual clients | 108 | 21 | 265 |
| Assets per client | $912K | $4.9M | $353K |
| Clients per advisor | 108 | 7 | 133 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 2 | – |
| People on Advicer.bio | 1 | 2 | 2 |
From each firm's latest Form ADV (Jan 2026, 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.