Overview
Assets Under Management: $279 million
Headquarters: PALOS VERDES ESTATES, CA
High-Net-Worth Clients: 49
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.49
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 467
Discretionary Accounts: 467
Regulatory Filings
CRD Number: 146959
Last Filing Date: 2025-01-30 00:00:00
Website: https://malagacovecapital.com