Cupertino, CA | Palo Alto, CA | Los Altos, CA | |
|---|---|---|---|
| Assets under management | $90.9M | $96M | $95.6M |
| Asset growth, last 2 years | −26% | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 95 | 40 | 23 |
| Assets per client | $957K | $2.4M | $4.2M |
| Clients per advisor | 95 | 40 | 23 |
| Main custodian | Fidelity | – | – |
| Filing with the SEC since | 2012 or earlier | 2026 | 2026 |
| Tools in their stack | 1 | 1 | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Jun 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.