Pasadena, CA | West Covina, CA | Baldwin, NY | |
|---|---|---|---|
| Assets under management | $6.2M | $6.6M | $5.9M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 3 |
| Individual clients | 14 | 16 | 55 |
| Assets per client | $444K | $409K | $107K |
| Clients per advisor | 14 | 16 | 18 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2025 |
| Tools in their stack | 3 | – | 1 |
| People on Advicer.bio | 1 | 1 | 5 |
From each firm's latest Form ADV (Mar 2026, Jan 2026, Apr 2025). 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.