Overview
Assets Under Management: $146 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 52
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.86
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 398
Discretionary Accounts: 398
Regulatory Filings
CRD Number: 133563
Last Filing Date: 2025-01-22 00:00:00
Website: https://fee-only-planner.com