Overview
Assets Under Management: $954 million
Headquarters: TUSTIN, CA
High-Net-Worth Clients: 369
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 369
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.42
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 3,984
Discretionary Accounts: 3,712
Non-Discretionary Accounts: 272
Regulatory Filings
CRD Number: 152083
Filing ID: 1968775
Last Filing Date: 2025-03-27 14:20:00
Website: https://fanwmg.com