Overview
Assets Under Management: $232 million
Headquarters: SAN RAMON, CA
High-Net-Worth Clients: 522
Average Client Assets: $401,776
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 522
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.54
Average High-Net-Worth Client Assets: $401,776
Total Client Accounts: 427
Discretionary Accounts: 42
Non-Discretionary Accounts: 385
Regulatory Filings
CRD Number: 164341
Last Filing Date: 2024-11-01 00:00:00
Website: https://accretivewealth.com