Chico, CA | Palo Alto, CA | Monrovia, CA | |
|---|---|---|---|
| Assets under management | $90.9M | $96M | $86.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 2 |
| Individual clients | 67 | 40 | 68 |
| Assets per client | $1.4M | $2.4M | $1.3M |
| Clients per advisor | 34 | 40 | 34 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | 1 | 2 |
| People on Advicer.bio | 1 | 1 | 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.