Overview
Assets Under Management: $942 million
Headquarters: SAN CLEMENTE, CA
High-Net-Worth Clients: 351
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 351
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.34
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 3,892
Discretionary Accounts: 3,712
Non-Discretionary Accounts: 180
Regulatory Filings
CRD Number: 289797
Filing ID: 2007149
Last Filing Date: 2025-08-08 13:19:00
Website: https://igniteplanners.com