Overview
Assets Under Management: $300 million
Headquarters: NOVATO, CA
High-Net-Worth Clients: 85
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 85
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.33
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 680
Discretionary Accounts: 680
Regulatory Filings
CRD Number: 330807
Last Filing Date: 2025-01-17 00:00:00
Website: https://rketron.com