Overview
Assets Under Management: $366 million
Headquarters: REDWOOD SHORES, CA
High-Net-Worth Clients: 162
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 162
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.85
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 732
Discretionary Accounts: 732
Regulatory Filings
CRD Number: 118285
Last Filing Date: 2024-03-08 00:00:00
Website: https://mamportfolios.com