San Francisco, CA | Brea, CA | ||
|---|---|---|---|
| Assets under management | $35.9M | $37.8M | $34.1M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 1 |
| Individual clients | 47 | 55 | 73 |
| Assets per client | $765K | $687K | $467K |
| Clients per advisor | 24 | 55 | 73 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2015 |
| Tools in their stack | 1 | – | – |
| People on Advicer.bio | 2 | 1 | 1 |
From each firm's latest Form ADV (Aug 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.