Overview
Assets Under Management: $290 million
Headquarters: PLEASANTON, CA
High-Net-Worth Clients: 12
Average Client Assets: $9 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 12
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 36.90
Average High-Net-Worth Client Assets: $9 million
Total Client Accounts: 660
Discretionary Accounts: 660
Regulatory Filings
CRD Number: 317081
Last Filing Date: 2025-02-19 00:00:00
Website: https://maxwellwealth.com