Overview
Assets Under Management: $689 million
Headquarters: MESA, AZ
High-Net-Worth Clients: 133
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 133
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 40.44
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 920
Discretionary Accounts: 920
Regulatory Filings
CRD Number: 296988
Last Filing Date: 2024-10-30 00:00:00
Website: https://dpplanners.com