Overview
Assets Under Management: $274 million
Headquarters: RICHLAND, WA
High-Net-Worth Clients: 89
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 89
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.08
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,059
Discretionary Accounts: 1,059
Regulatory Filings
CRD Number: 116556
Filing ID: 1956767
Last Filing Date: 2025-03-24 08:07:00
Website: https://ckacpa.com