Overview
Assets Under Management: $107 million
Headquarters: TUSTIN, CA
High-Net-Worth Clients: 25
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 25
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.00
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 73
Discretionary Accounts: 73
Regulatory Filings
CRD Number: 304532
Last Filing Date: 2025-02-03 00:00:00
Website: https://21westwm.com