Anaheim, CA | |||
|---|---|---|---|
| Assets under management | $1.2M | $1.3M | $1.3M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 5 | – | 5 |
| Assets per client | $244K | – | $259K |
| Clients per advisor | 5 | – | 5 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2019 | 2026 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | 1 | – | 1 |
From each firm's latest Form ADV (Mar 2026, Dec 2019). 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.