Overview
Assets Under Management: $137 million
Headquarters: BURBANK, CA
High-Net-Worth Clients: 36
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.06
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 181
Discretionary Accounts: 14
Non-Discretionary Accounts: 167
Regulatory Filings
CRD Number: 113007
Last Filing Date: 2024-03-21 00:00:00
Website: https://ctawealthadvisors.com