San Francisco, CA | San Francisco, CA | ||
|---|---|---|---|
| Assets under management | $35.9M | $37.8M | $37.8M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 2 |
| Individual clients | 47 | 55 | 111 |
| Assets per client | $765K | $687K | $340K |
| Clients per advisor | 24 | 55 | 56 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 1 | – | 5 |
| People on Advicer.bio | 2 | 1 | 2 |
From each firm's latest Form ADV (Aug 2026, Mar 2026, Sep 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.