Overview
Assets Under Management: $330 million
Headquarters: SAN RAFAEL, CA
High-Net-Worth Clients: 106
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 106
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.68
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 473
Discretionary Accounts: 473
Regulatory Filings
CRD Number: 134174
Last Filing Date: 2024-03-30 00:00:00
Website: https://capitaltrustadvisors.com