Overview
Assets Under Management: $554 million
Headquarters: FAIRFIELD, CA
High-Net-Worth Clients: 149
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 149
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.76
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 495
Discretionary Accounts: 483
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 111990
Filing ID: 1938437
Last Filing Date: 2025-03-20 17:17:00
Website: https://wealthmatters.com