Gold River, CA | |||
|---|---|---|---|
| Assets under management | $30.4M | $32M | $32M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 8 | 137 | 10 |
| Assets per client | $3.8M | $233K | $3.2M |
| Clients per advisor | 8 | 137 | 10 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | – | 2 |
From each firm's latest Form ADV (Jun 2026, 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.