Cupertino, CA | Greenbrae, CA | El Segundo, CA | |
|---|---|---|---|
| Assets under management | $1.9B | $2.03B | $1.76B |
| Asset growth, last 2 years | +36% | +15% | +82% |
| Advisory staff | 3 | 8 | 5 |
| Individual clients | 207 | 241 | 68 |
| Assets per client | $9.2M | $8.4M | $25.9M |
| Clients per advisor | 69 | 30 | 14 |
| Main custodian | Fidelity | Schwab | Schwab |
| Filing with the SEC since | 2022 | 2012 or earlier | 2018 |
| Tools in their stack | 1 | 2 | – |
| People on Advicer.bio | 3 | – | 5 |
From each firm's latest Form ADV (Mar 2026, Jul 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.