Chico, CA | Palo Alto, CA | Portage, MI | |
|---|---|---|---|
| Assets under management | $90.9M | $96M | $95.4M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 3 |
| Individual clients | 67 | 40 | 74 |
| Assets per client | $1.4M | $2.4M | $1.3M |
| Clients per advisor | 34 | 40 | 25 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 1 | – |
| People on Advicer.bio | 1 | 1 | 3 |
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.