Overview
Assets Under Management: $137 million
Headquarters: SAN MATEO, CA
High-Net-Worth Clients: 42
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: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.30
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 236
Non-Discretionary Accounts: 236
Regulatory Filings
CRD Number: 154878
Last Filing Date: 2025-01-23 00:00:00
Website: https://bucherwa.com