Overview
Assets Under Management: $471 million
Headquarters: THOUSAND OAKS, CA
High-Net-Worth Clients: 123
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 123
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.02
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,050
Discretionary Accounts: 1,050
Regulatory Filings
CRD Number: 317862
Last Filing Date: 2025-02-26 00:00:00
Website: https://dinsmorecomplianceservices.com