Overview
Assets Under Management: $159 million
High-Net-Worth Clients: 42
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.52
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 265
Discretionary Accounts: 265
Regulatory Filings
CRD Number: 313489
Last Filing Date: 2024-03-05 00:00:00
Website: https://guerrapanadvisors.com