Overview
Assets Under Management: $405 million
Headquarters: INDIAN WELLS, CA
High-Net-Worth Clients: 37
Average Client Assets: $10 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.79
Average High-Net-Worth Client Assets: $10 million
Total Client Accounts: 664
Discretionary Accounts: 13
Non-Discretionary Accounts: 651
Regulatory Filings
CRD Number: 302110
Last Filing Date: 2024-12-24 00:00:00
Website: https://dstwealthmanagement.com