Hillsboro, OR | Roseville, CA | ||
|---|---|---|---|
| Assets under management | $144.8M | $152.2M | $152.1M |
| Asset growth, last 2 years | −9% | −31% | +25% |
| Advisory staff | 3 | 2 | 1 |
| Individual clients | 59 | 271 | 122 |
| Assets per client | $2.5M | $562K | $1.2M |
| Clients per advisor | 20 | 136 | 122 |
| Main custodian | Schwab | SEI | Raymond James |
| Filing with the SEC since | 2012 or earlier | 2021 | 2018 |
| Tools in their stack | 1 | – | 1 |
| People on Advicer.bio | 2 | 2 | 2 |
From each firm's latest Form ADV (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.