Overview
Assets Under Management: $274 million
Headquarters: SAN RAMON, CA
High-Net-Worth Clients: 1
Average Client Assets: $232 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 1
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.50
Average High-Net-Worth Client Assets: $232 million
Total Client Accounts: 614
Discretionary Accounts: 614
Regulatory Filings
CRD Number: 297962
Filing ID: 1946158
Last Filing Date: 2025-03-12 15:33:00
Website: https://auspiciousfinancial.com