Overview
Assets Under Management: $1.2 billion
Headquarters: WALNUT CREEK, CA
High-Net-Worth Clients: 344
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 344
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.05
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 644
Discretionary Accounts: 619
Non-Discretionary Accounts: 25
Regulatory Filings
CRD Number: 118376
Last Filing Date: 2025-02-19 00:00:00
Website: https://bewinvest.com