Overview
Assets Under Management: $483 million
Headquarters: SANTA ROSA, CA
High-Net-Worth Clients: 108
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 108
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.71
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 405
Discretionary Accounts: 405
Regulatory Filings
CRD Number: 112474
Last Filing Date: 2025-02-25 00:00:00
Website: https://jdhwealth.com