Tustin, CA | |||
|---|---|---|---|
| Assets under management | $63.5M | $66.7M | $66.8M |
| Asset growth, last 2 years | +74% | – | – |
| Advisory staff | 1 | 1 | 4 |
| Individual clients | 63 | 41 | 452 |
| Assets per client | $1M | $1.6M | $148K |
| Clients per advisor | 63 | 41 | 113 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2012 or earlier | 2026 | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | 1 | 4 |
From each firm's latest Form ADV (Mar 2026, Oct 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.