Anaheim, CA | La Jolla, CA | Roseville, CA | |
|---|---|---|---|
| Assets under management | $267.3M | $282.3M | $253M |
| Asset growth, last 2 years | +33% | +26% | +57% |
| Advisory staff | 4 | 3 | 4 |
| Individual clients | 250 | 177 | 503 |
| Assets per client | $1.1M | $1.6M | $503K |
| Clients per advisor | 63 | 59 | 126 |
| Main custodian | Schwab | Schwab | Trade-PMR |
| Filing with the SEC since | 2012 or earlier | 2019 | 2023 |
| Tools in their stack | – | 2 | 1 |
| People on Advicer.bio | 4 | 2 | 4 |
From each firm's latest Form ADV (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.