Overview
Assets Under Management: $193 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 79
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 79
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.55
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 611
Discretionary Accounts: 611
Regulatory Filings
CRD Number: 148782
Last Filing Date: 2025-01-27 00:00:00
Website: https://bluesummitwealth.com