Phoenix, AZ | Santa Ana, CA | ||
|---|---|---|---|
| Assets under management | $260K | $277K | $274K |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 13 | 4 | 2 |
| Assets per client | $20K | $69K | $137K |
| Clients per advisor | 13 | 4 | 2 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 2 | 1 |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Jul 2026, Aug 2026, Feb 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.