Overview
Assets Under Management: $1.2 billion
Headquarters: ANAHEIM, CA
High-Net-Worth Clients: 9
Average Client Assets: $50 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 9
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 38.55
Average High-Net-Worth Client Assets: $50 million
Total Client Accounts: 2,771
Discretionary Accounts: 761
Non-Discretionary Accounts: 2,010
Regulatory Filings
CRD Number: 132295
Filing ID: 1952344
Last Filing Date: 2025-03-19 11:41:00
Website: https://vigilantllc.com