Mission Viejo, CA | |||
|---|---|---|---|
| Assets under management | $22.7M | $23.9M | $23.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 2 |
| Individual clients | 11 | 55 | 82 |
| Assets per client | $2.1M | $434K | $291K |
| Clients per advisor | 11 | 28 | 41 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | 2 | 2 |
From each firm's latest Form ADV (Jan 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.