Huntington Beach, CA | San Diego, CA | Redding, CA | |
|---|---|---|---|
| Assets under management | $24.5M | $25.9M | $23.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 2 | 1 |
| Individual clients | 83 | 32 | 65 |
| Assets per client | $296K | $810K | $358K |
| Clients per advisor | 42 | 16 | 65 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 2 |
| People on Advicer.bio | 2 | 2 | 1 |
From each firm's latest Form ADV (Mar 2026, Jan 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.