247 households · $300.50M AUM
| Household | Source | AUM | Holdings | Allocation | Last analyzed |
|---|---|---|---|---|---|
| Reyes Family Trust | Schwab | $87.00M | 8 | 80 / 20 / 0 / 0 | Apr 12 |
| Hoffman Family Office | Schwab | $124.00M | — | — | Not yet |
| Margaret Chen | Schwab | $42.00M | 9 | 60 / 40 / 0 / 0 | Apr 21 |
| Eleanor Whitfield | Fidelity | $35.00M | 8 | 40 / 60 / 0 / 0 | Apr 8 |
| Anne Blake | Manual | $8.30M | — | — | Not yet |
| David Okafor | Pershing | $4.20M | 8 | 100 / 0 / 0 / 0 | Apr 25 |