Overview
Assets Under Management: $242 million
Headquarters: LAFAYETTE, CA
High-Net-Worth Clients: 105
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 105
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.91
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 532
Discretionary Accounts: 519
Non-Discretionary Accounts: 13
Regulatory Filings
CRD Number: 318369
Last Filing Date: 2024-05-14 00:00:00
Website: https://figwealth.us