Overview
Assets Under Management: $954 million
Headquarters: LONG BEACH, CA
High-Net-Worth Clients: 698
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 698
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.58
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 2,539
Discretionary Accounts: 2,485
Non-Discretionary Accounts: 54
Regulatory Filings
CRD Number: 282605
Filing ID: 2002171
Last Filing Date: 2025-07-08 12:07:00
Website: https://clgwm.com