Overview
Assets Under Management: $174 million
Headquarters: IRVINE, CA
High-Net-Worth Clients: 78
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 78
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.39
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 298
Discretionary Accounts: 278
Non-Discretionary Accounts: 20
Regulatory Filings
CRD Number: 164758
Last Filing Date: 2025-02-28 00:00:00
Website: https://marrickwealth.com