Overview
Assets Under Management: $166 million
Headquarters: SAN JOSE, CA
High-Net-Worth Clients: 70
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 70
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.37
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 536
Discretionary Accounts: 520
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 133743
Last Filing Date: 2024-03-27 00:00:00
Website: https://gmail.com