Overview
Assets Under Management: $324 million
Headquarters: LA JOLLA, CA
High-Net-Worth Clients: 131
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 131
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.96
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 954
Discretionary Accounts: 954
Regulatory Filings
CRD Number: 298439
Last Filing Date: 2024-07-16 00:00:00
Website: https://castlecoastwealth.com