Overview
Assets Under Management: $159 million
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 53
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 53
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.47
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 542
Discretionary Accounts: 338
Non-Discretionary Accounts: 204
Regulatory Filings
CRD Number: 308290
Last Filing Date: 2024-11-29 00:00:00
Website: https://amarafinancial.com