Overview
Assets Under Management: $178 million
Headquarters: PETALUMA, CA
High-Net-Worth Clients: 73
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 73
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.85
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 374
Discretionary Accounts: 360
Non-Discretionary Accounts: 14
Regulatory Filings
CRD Number: 112079
Last Filing Date: 2024-03-28 00:00:00
Website: https://aol.com