Overview
Assets Under Management: $226 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 3
Average Client Assets: $74 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: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.67
Average High-Net-Worth Client Assets: $74 million
Total Client Accounts: 772
Discretionary Accounts: 769
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 313833
Filing ID: 1982515
Last Filing Date: 2025-04-23 17:59:00
Website: https://cq-wa.com