Overview
Assets Under Management: $127 million
Headquarters: SANTA BARBARA, CA
High-Net-Worth Clients: 18
Average Client Assets: $6.4 million
Frequently Asked Questions
BERGQUIST WANG, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #167570), BERGQUIST WANG, LLC is subject to fiduciary duty under federal law.
BERGQUIST WANG, LLC is headquartered in SANTA BARBARA, CA.
BERGQUIST WANG, LLC serves 18 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, BERGQUIST WANG, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
BERGQUIST WANG, LLC manages $127 million in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, BERGQUIST WANG, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 18
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.06%
Average Client Assets: $6.4 million
Total Client Accounts: 98
Discretionary Accounts: 68
Non-Discretionary Accounts: 30
Regulatory Filings
CRD Number: 167570
Filing ID: 1202326
Last Filing Date: 2018-03-29 15:12:00