San Francisco, CA | Long Beach, CA | Beverly Hills, CA | |
|---|---|---|---|
| Assets under management | $3.94B | $4.2B | $3.64B |
| Asset growth, last 2 years | +147% | +33% | +0% |
| Advisory staff | 8 | 36 | 11 |
| Individual clients | 18 | 1,457 | 86 |
| Assets per client | $218.8M | $2.9M | $42.4M |
| Clients per advisor | 2 | 40 | 8 |
| Main custodian | Schwab | Fidelity | J.P. Morgan |
| Filing with the SEC since | 2015 | 2012 or earlier | 2012 or earlier |
| Tools in their stack | 1 | 2 | 1 |
| People on Advicer.bio | 6 | 43 | – |
From each firm's latest Form ADV (Jul 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.