Overview
Assets Under Management: $240 million
Headquarters: KENTFIELD, CA
High-Net-Worth Clients: 51
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.77
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 224
Discretionary Accounts: 224
Regulatory Filings
CRD Number: 104649
Last Filing Date: 2024-02-29 00:00:00
Website: https://gmail.com