Overview
Assets Under Management: $139 million
Headquarters: DAVIS, CA
High-Net-Worth Clients: 45
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.96
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 299
Discretionary Accounts: 249
Non-Discretionary Accounts: 50
Regulatory Filings
CRD Number: 308777
Last Filing Date: 2024-05-03 00:00:00
Website: https://archerpointewm.com