Overview

Headquarters
Cupertino, CA
Total Firm Assets
$91 million
Average High-Net-Worth Client Portfolio Size
$1.9 million

Fee Disclosure

Source: ADV PART 2A AND PART 2A APPENDIX 1 (2026-06-08) · View brochure text

MinMaxDisclosed Annual Rate
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Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million Unavailable Unavailable
$5 million Unavailable Unavailable
$10 million Unavailable Unavailable
$50 million Unavailable Unavailable
$100 million Unavailable Unavailable

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
80.91%
Number of High-Net-Worth Clients
39
Total Client Accounts
185
Discretionary Accounts
182
Non-Discretionary Accounts
3

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
117378
  • ADV PART 2A AND PART 2A APPENDIX 1 (2026-06-08) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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