Overview
Assets Under Management: $394 million
Headquarters: KIRKLAND, WA
High-Net-Worth Clients: 70
Average Client Assets: $5 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 70
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.05
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 220
Discretionary Accounts: 220
Regulatory Filings
CRD Number: 283103
Last Filing Date: 2024-03-07 00:00:00
Website: https://executivewg.com