Campbell, CA | Whittier, CA | Anaheim, CA | |
|---|---|---|---|
| Assets under management | $251M | $265.7M | $267.3M |
| Asset growth, last 2 years | +86% | +58% | +33% |
| Advisory staff | 3 | 3 | 4 |
| Individual clients | 85 | 659 | 250 |
| Assets per client | $3M | $403K | $1.1M |
| Clients per advisor | 28 | 220 | 63 |
| Main custodian | Schwab | Schwab | Schwab |
| Filing with the SEC since | 2023 | 2021 | 2012 or earlier |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 3 | 3 | 4 |
From each firm's latest Form ADV (May 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.