Overview
Assets Under Management: $692 million
Headquarters: PALM DESERT, CA
High-Net-Worth Clients: 241
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 241
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.85
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,308
Discretionary Accounts: 1,236
Non-Discretionary Accounts: 72
Regulatory Filings
CRD Number: 301924
Last Filing Date: 2025-01-24 00:00:00
Website: https://keystonepw.com