Roseville, CA | Costa Mesa, CA | San Francisco, CA | |
|---|---|---|---|
| Assets under management | $27.6M | $29.1M | $26.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 2 | 2 |
| Individual clients | 70 | 119 | 28 |
| Assets per client | $394K | $245K | $935K |
| Clients per advisor | 70 | 60 | 14 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | 3 | – | – |
| People on Advicer.bio | 1 | 2 | 2 |
From each firm's latest Form ADV (Apr 2026, 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.