Overview
Assets Under Management: $185 million
Headquarters: WALNUT CREEK, CA
High-Net-Worth Clients: 124
Average Client Assets: $4 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: 124
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.57
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 339
Discretionary Accounts: 296
Non-Discretionary Accounts: 43
Regulatory Filings
CRD Number: 292016
Last Filing Date: 2025-02-27 00:00:00
Website: https://treehousewealth.com