Overview
Assets Under Management: $155 million
Headquarters: SAN RAMON, CA
High-Net-Worth Clients: 43
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.36
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 256
Discretionary Accounts: 253
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 173885
Last Filing Date: 2025-02-05 00:00:00
Website: https://careywealthmanagement.com