Overview
Assets Under Management: $400 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 3
Average Client Assets: $61 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.40
Average High-Net-Worth Client Assets: $61 million
Total Client Accounts: 1,456
Discretionary Accounts: 1,269
Non-Discretionary Accounts: 187
Regulatory Filings
CRD Number: 141422
Filing ID: 1946865
Last Filing Date: 2025-03-31 17:58:00
Website: https://mrpfolios.com