Overview
Assets Under Management: $1.1 billion
Headquarters: LA JOLLA, CA
High-Net-Worth Clients: 198
Average Client Assets: $2.9 million
Frequently Asked Questions
LAUREL WEALTH ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #157139), LAUREL WEALTH ADVISORS, INC. is subject to fiduciary duty under federal law.
LAUREL WEALTH ADVISORS, INC. is headquartered in LA JOLLA, CA.
LAUREL WEALTH ADVISORS, INC. serves 198 high-net-worth clients according to their SEC filing dated January 23, 2018. View client details ↓
According to their SEC Form ADV, LAUREL WEALTH ADVISORS, INC. offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
LAUREL WEALTH ADVISORS, INC. manages $1.1 billion in client assets according to their SEC filing dated January 23, 2018.
According to their SEC Form ADV, LAUREL WEALTH ADVISORS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 198
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 52.14%
Average Client Assets: $2.9 million
Total Client Accounts: 3,407
Discretionary Accounts: 2,590
Non-Discretionary Accounts: 817
Regulatory Filings
CRD Number: 157139
Filing ID: 1167232
Last Filing Date: 2018-01-23 09:57:00