Overview
Assets Under Management: $446 million
Headquarters: CYPRESS, CA
High-Net-Worth Clients: 175
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 175
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.65
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 390
Discretionary Accounts: 386
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 111535
Last Filing Date: 2024-11-14 00:00:00
Website: https://assetplanninginc.com