Overview
Assets Under Management: $525 million
Headquarters: CALIFORNIA, MD
High-Net-Worth Clients: 8
Average Client Assets: $43 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 8
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.33
Average High-Net-Worth Client Assets: $43 million
Total Client Accounts: 3,877
Discretionary Accounts: 3,741
Non-Discretionary Accounts: 136
Regulatory Filings
CRD Number: 314942
Filing ID: 1953252
Last Filing Date: 2025-03-07 17:06:00
Website: https://teamiwb.com