Overview
Assets Under Management: $578 million
Headquarters: ROSEVILLE, CA
High-Net-Worth Clients: 198
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 198
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.18
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,620
Discretionary Accounts: 1,533
Non-Discretionary Accounts: 87
Regulatory Filings
CRD Number: 291805
Filing ID: 1945907
Last Filing Date: 2025-03-11 10:33:00
Website: https://eaglewestgroup.com