Overview
Assets Under Management: $273 million
Headquarters: SEATTLE, WA
High-Net-Worth Clients: 106
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 106
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.96
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,041
Discretionary Accounts: 1,019
Non-Discretionary Accounts: 22
Regulatory Filings
CRD Number: 172780
Last Filing Date: 2025-02-12 00:00:00
Website: https://madisonparkca.com