Overview
Assets Under Management: $245 million
Headquarters: INDIAN WELLS, CA
High-Net-Worth Clients: 70
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 70
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.32
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 609
Discretionary Accounts: 609
Regulatory Filings
CRD Number: 289044
Last Filing Date: 2025-01-29 00:00:00
Website: https://mpremierpartners.com