Overview
Assets Under Management: $322 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 68
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.88
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 549
Discretionary Accounts: 536
Non-Discretionary Accounts: 13
Regulatory Filings
CRD Number: 304321
Last Filing Date: 2025-02-25 00:00:00
Website: https://eigerwealth.com