Overview
Assets Under Management: $216 million
Headquarters: REDWOOD CITY, CA
High-Net-Worth Clients: 60
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.91
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 656
Discretionary Accounts: 656
Regulatory Filings
CRD Number: 110263
Last Filing Date: 2024-03-21 00:00:00
Website: https://eyhadvisers.com