Overview
Assets Under Management: $177 million
Headquarters: ALISO VIEJO, CA
High-Net-Worth Clients: 58
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.55
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 321
Discretionary Accounts: 317
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 121498
Last Filing Date: 2024-10-29 00:00:00
Website: https://challengerwealth.com