Overview
Assets Under Management: $284 million
Headquarters: SANTA ROSA, CA
High-Net-Worth Clients: 69
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 69
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.93
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 748
Discretionary Accounts: 740
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 322365
Last Filing Date: 2024-06-14 00:00:00
Website: https://corewealthpartners.com