Overview
Assets Under Management: $139 million
Headquarters: ROSEVILLE, CA
High-Net-Worth Clients: 73
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 73
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.05
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 359
Discretionary Accounts: 209
Non-Discretionary Accounts: 150
Regulatory Filings
CRD Number: 298928
Last Filing Date: 2025-02-28 00:00:00
Website: https://dimensionswm.com