Scottsdale, AZ | Thousand Oaks, CA | ||
|---|---|---|---|
| Assets under management | $32.2M | $33.9M | $33.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 2 |
| Individual clients | 67 | 52 | 67 |
| Assets per client | $481K | $652K | $506K |
| Clients per advisor | 34 | 52 | 34 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 2 | 1 | 2 |
From each firm's latest Form ADV (Apr 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.