Overview
Assets Under Management: $176 million
Headquarters: SAN RAMON, CA
High-Net-Worth Clients: 51
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.26
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 537
Discretionary Accounts: 517
Non-Discretionary Accounts: 20
Regulatory Filings
CRD Number: 140959
Last Filing Date: 2025-01-08 00:00:00
Website: https://cannonbeachco.com