Overview
Assets Under Management: $235 million
Headquarters: WALNUT CREEK, CA
High-Net-Worth Clients: 4
Average Client Assets: $59 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $59 million
Total Client Accounts: 325
Discretionary Accounts: 325
Regulatory Filings
CRD Number: 173152
Filing ID: 1963527
Last Filing Date: 2025-03-27 12:59:00
Website: https://clpwm.com