Palo Cedro, CA | |||
|---|---|---|---|
| Assets under management | $6.6M | $6.9M | $6.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 14 | 15 | 29 |
| Assets per client | $468K | $459K | $215K |
| Clients per advisor | 14 | 15 | 29 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2025 | 2026 | 2026 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 1 | 1 | 1 |
From each firm's latest Form ADV (Aug 2025, Mar 2026, May 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.