Overview
Assets Under Management: $787 million
Headquarters: DANVILLE, CA
High-Net-Worth Clients: 133
Average Client Assets: $6 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 133
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.08
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 779
Discretionary Accounts: 718
Non-Discretionary Accounts: 61
Regulatory Filings
CRD Number: 155343
Last Filing Date: 2025-02-07 00:00:00
Website: https://consiliumwm.com