Overview
Assets Under Management: $338 million
Headquarters: LOS ALTOS, CA
High-Net-Worth Clients: 103
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 103
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.01
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 291
Discretionary Accounts: 275
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 325690
Last Filing Date: 2025-01-29 00:00:00
Website: https://flywheelpw.com