Overview
Assets Under Management: $238 million
Headquarters: CAMPBELL, CA
High-Net-Worth Clients: 83
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 83
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.50
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 480
Discretionary Accounts: 480
Regulatory Filings
CRD Number: 118319
Last Filing Date: 2025-03-04 00:00:00
Website: https://minearao.com