Overview
Assets Under Management: $141 million
Headquarters: HOOD RIVER, OR
High-Net-Worth Clients: 96
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 96
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.29
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,049
Discretionary Accounts: 1,035
Non-Discretionary Accounts: 14
Regulatory Filings
CRD Number: 322424
Last Filing Date: 2025-03-03 00:00:00
Website: https://crownpointwealth.com