Tustin, CA | Diamond Bar, CA | ||
|---|---|---|---|
| Assets under management | $68M | $71.5M | $64.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 3 |
| Individual clients | 40 | 218 | 126 |
| Assets per client | $1.7M | $328K | $509K |
| Clients per advisor | 20 | 218 | 42 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 1 | 1 | 3 |
From each firm's latest Form ADV (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.